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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A change in your mindset during retirement may drive changes to your portfolio.
An inside look at how marginal income tax brackets work.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
With alternative investments, it’s critical to sort through the complexity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.