We are a husband and wife team of CERTIFIED FINANCIAL PLANNERTM professionals who formed The Phillips Wealth Management Group of Raymond James in 2007 to allow us to provide quality client service while maintaining a family balance that we feel is important. Together, we have over 40 years of experience working with clients who want their money to work as hard as they do. Typically, our clients are families, business owners or professionals, and what we call hard-working Middle Americans.
We help investors with a wide range of investment needs, from clients investing monthly to save for retirement to investors with multi- million dollar portfolios, each gets individual recommendations and attention because we know advice is personal. Clients come to us when they are retiring for help with their retirement plan choices. We have developed a specialty in retirement income planning.
Our clients want help and advice in choosing the right investment strategies for their situation. Our clients want those investments monitored in accordance with their objectives and goals. Our clients want to be updated and informed of new alternatives and changes in the economy or tax laws. Some of the ways we keep our clients informed are through monthly letters, email updates, portfolio reviews, calls, and educational links on this web site.
We work with clients who lead busy lives. Our job is to make sure their money enables them to continue to do all the things they enjoy and to provide for current and future needs.
It’s never been easier to set your personal retirement and financial goals and follow their progress. First, watch the informative video, below. Next, print out and complete the Retirement Readiness Checklist to gauge your readiness for retirement. Then, give us a call and let’s get started.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.