Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Phillips Wealth Management, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.
Contact us to set up a time to discuss your financial planning needs.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Couples may be able to head off many of the problems in a marriage that money can cause.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Learning more about gold, and its history, may help you answer that question.
There are nearly 1,200 ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.