Since achieving his Chartered Financial Planner designation in 1993, Phil has focused on helping retirees simplify their finances and live a better life. As a well known financial educator and Certified Senior Advisor, he has taught thousands of conservative investors age 55+ how to preserve their assets, increase their income and reduce income taxes. Over the course of the year, Phil holds a number of open educational seminars covering the mistakes that investors and retirees make that you are welcome to join. Just look at the Upcoming Events to see times and dates and sign up. They are free but space is limited.

We also do in house seminars covering the mistakes that employees make as they approach retirement. Call us if you would like to schedule one for your company.

Please feel free to look around our site, to learn more about our retirement income planning and asset protection strategies. If you want to reduce your risk, let us do the worrying so that you can sleep soundly at night. If you are not sure if you are making a mistake with your finances or would just like a second opinion, give us a call for a FREE review of your investments. Sign up for our FREE E-newsletter at the same time.