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Phillips Wealth Management - Baltimore, OH

4449 Easton Way, 2nd Floor, Columbus, OH 43219

TEL.855-315-3648

The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Your Partner for Success

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.

Mark Phillips

Mark Phillips

Mark Phillips has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.

AJ Phillips

AJ Phillips

Andrew "AJ" Phillips is new to the Wealth Management Industry. AJ was studying Accounting and Business Management at Malone University when he answered the call to serve his country by enlisting in the United States Marine Corps.

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Getting Your Financial House in Order

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401(k) Action Steps

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Serving Individuals

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Business Planning

Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.

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Investment Strategies

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Helpful Content

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Measuring the Value of a Financial Advisor

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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The ABC’s of Auto Insurance

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Principles that can help create a portfolio designed to pursue investment goals.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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Agent Jane Bond is on the case, cracking the code on bonds.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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