Our Services

We manage and optimize each part of your finances so you can live your best life.

Financial Planning

Chart a strategic course towards your financial aspirations with our collaborative planning services, tailored to your unique goals and circumstances.

Investment Advisory Services

We provide a clear and transparent look into the performance of your investments. Our advisory services strive to maximize your financial potential.

Insurance Services

Protecting your financial future is of utmost importance. That’s why we offer a wide range of insurance services to help you safeguard your assets and mitigate risk.

Group Benefits

We help you manage the benefits your business offers employees. Attract and retain top talent with our customizable group benefits solutions.

How it works

We offer a compassionate and personalized approach to help you manage your wealth.

Step 1: Schedule an Initial Call

Schedule a call with William Phillips to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Step 2: Construct A Plan Of Action

Our Approach uses a mathematical model designed to create confidence in the forecasted outcomes.

Step 3: Feel Confident In Your Financial Plan

Move through life knowing that you are following a plan that will keep you on track to reach your financial goals.

What you can expect on your 1st meeting

During our first meeting we’ll be focusing on your priorities. Please give some thought as to how we can help you and what you’d like to cover during our time together. If you have specific financial planning or investment topics to discuss you may want to collect the documents listed below for our meeting, you may find them useful for answering questions.

Documents for our meeting:

  • Copies of current investment statements.
  • Current income information.
  • Recent tax filings (if readily available).
  • Most recent Trust documents (if readily available).
  • Any insurance statements.
  • Outstanding mortgage or loan information (credit cards & student loans)