Justin A Phillips
Financial Planner
Special Needs Financial Planner
Financial Services Representative

Welcome!

What, exactly, is "financial planning?" There is no right or wrong answer. Each person has his or her own definition but, I can tell you that I consider "financial planning" to be more than spread sheets and time tables. I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your financial guide.

 

My Mission

I want to help my clients create a plan to achieve their goals. Our relationship should bring organization, direction, and diversification. With quarterly check-ups to keep us on the right course, we can focus on minimizing volatility and maximizing return on investment.   It is my personal mission to help my clients make wise financial decisions.

My Goal

As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.  I can provide you with the confidence that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust.

By working with someone well versed, trained, and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, you can learn how we can help you to:

  • Minimize your taxes
  • Reach specific retirement goals
  • Decide how to invest properly, based on your own goals and risk tolerance
  • Ensure that your family and assets are suitably protected if the unexpected occurs
  • Custom design programs that will help you to achieve your special goals…buying a home, retiring early, financing your child's education, and more.
 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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