Don’t let an unexpected death or illness disrupt your financial future. The right insurance plan is an investment in your peace of mind knowing that you are not risking your financial security.
Are you confident that you have the right coverage? Our advisors review your insurance policies as part of our planning process and can help you select the right products. Maybe you are looking for a life insurance plan that can pay estate taxes or send grandchildren to college. Or maybe you need a long-term care plan to help your spouse to maintain their lifestyle and protect your home in case of an illness.
Our advisors can assist you with: Life Insurance, Disability Insurance and Long Term Care Insurance as well as providing you with general insurance advice.
William Phillips, and now Phillips Financial Strategies, has been working with companies and individuals on the DC health insurance exchange (AKA: DCHealthlink) since its inception. PFS has a distinct process to help customers identify the plans which work best for their insurance needs. If you’re an employer, our office can work with you and your employees to streamline enrollment. If you’re an individual, PFS can help you find a plan and take the guess work out of finding a plan that’s right for your needs.
William Phillips does offer these insurance products. In certain and specific instances having these types of insurance can serve an essential purpose. At PFS, we can help you make sense of how much coverage, what kind of coverage, and the pro-and-cons of available policies. William has an independent relationship that allow him to obtain quotes from multiple insurance companies.
Book a consultation with William to start the process today!
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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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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, NY and NC.
Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, TX, VA, VT.
Phillips Financial Strategies and Cambridge are not affiliated.
Research William Phillips’ background and experience at http://www.finra.org/brokercheck
