12927 Stonecreek Dr
Managing Your Lifestyle
Managing your lifestyle is al about making smart choices.
LEAVING YOUR LASTING LEGACY
Want to do more with your wealth? You might want to consider creating a charitable foundation.
5 Smart Investing Strategies
Five Smart Investing Strategies attempts to simplify the process.
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.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.