Welcome | Bienvenido!
My name is Emir Phillips and I want to thank you taking an interest in the services I provide.
What does it mean to provide independent financial planning services?
To me it means offering access to the finest products and advice available – without being driven by any considerations other than my clients’ best interests.
Of course, a financial planner does more than plan investment strategies. As your planner, I will determine your exact net worth and retirement needs, then set goals with you. I will then look for ways to increase your savings and reduce your debt and debt service costs.
I will also ... Read More»
As your financial planner, I will meticulously assess your financial situation and develop a detailed strategic plan to meet your financial goals. This involves much more than investment advice — indeed, investment advice is often the least valuable service a financial advisor provides. A good financial advisor will get to know your entire financial situation, not just your retirement account.
I will determine your exact net worth and your retirement needs, and will then set goals with you. I will then look for ways to increase your savings, reduce your debt and taxes, and minimize your debt service costs. I will also ensure that you ...
Services We Offer
- Comprehensive Financial Planning
- Fee-only Asset Allocation & Portfolio Monitoring
- Employee pension planning services
- Defined Benefit & Defined Contribution Plans, IRA’s, 401K’s, 403B’s, tax qualified and non-tax qualified fixed and variable annuities*
- Gift and Estate Tax Reduction Planning, Estate Tax Calculations - Click Here to Learn More