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202-681-1161
700 Pennsylvania Ave SE, Suite 200, Washington, DC 20003

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Phillips Financial Strategies
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- Account Login
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Phillips Financial Strategies
About Us
- Meet The Team
- Advisor Opportunities
Services
Clients
- Account Login
- Monthly Firm Call
Resources
Contact Us

Day: June 4, 2024

Do you Need More Than 3 Buckets? | Morningstar

Determining how many retirement buckets are enough.

Phillips Financial Strategies provides comprehensive and personal service to neighbors on Capitol Hill and well beyond the Washington DC metro region. Every day we work to create financial stability and security for each of our clients. Our philosophy is built on helping clients achieve their goals.

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(202) 681-1161
700 Pennsylvania Ave SE
Suite 200
Washington, DC 20003

Schedule a Meeting

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Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”)
a SEC-Registered Investment Advisor doing business as Phillips Financial Strategies.

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Phillips Financial Strategies
About Us
- Meet The Team
- Advisor Opportunities
Services
Clients
- Account Login
- Monthly Firm Call
Resources
Contact Us