I already work with a financial representative. Why do I need to meet with Phil?
Ninety-one percent of the people who come in to visit with us already have a financial representative. Many times that representative is not a retirement planning specialist, and more often than not, that person works for a particular company rather than for the client. Most times they do not work under a Fiduciary Standard. In contrast, Phil does have to meet the Fiduciary Standard. This means that Phil must put his client’s best interest first.
Our portfolios have a plan for success instead of a hope and a prayer. We can reasonably predict where you and your portfolio will be in 5, 10, 15, and 20 years.