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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
However exciting retiring abroad may sound, it deserves considerable planning.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: right now.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.