Phil is committed to creating a first-class financial services experience with our firm to address the estate planning goals of individuals, families, and businesses.
We have a team of Financial Representatives and Specialists known for their integrity and professionalism. The firm has grown and evolved, but still exemplifies the same values the founder revered more than five decades ago.
Phil’s Specialties:
- Executive Benefits
- Premium Financing Insurance
- Qualified and Non-Qualified Retirement
- 401(k), 412(i), 412(e)(3)
- IRA
- Roth IRA
- Buy/ Sell Agreements
- Key Person Insurance
- Disability Buy/Out
- Mutual Funds