Brett Amron and Jeffrey Bast talk to Philip about his practice as a Certified Financial Planner and his expertise in helping clients implement tax-efficient investment, retirement, and estate planning strategies.
Philip shares how he helps empower clients with the resources and clarity to make well-informed financial decisions during challenging times and talks about how he provides a high level of personalized support and advice by closely collaborating with family law and other professionals and how he helps successful people with unique and complex needs find peace of mind in their financial lives.
Philip provides some great takeaways all professionals at any stage in their career can benefit from. It’s never too early to have a plan.
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Different stages of life- get the help early – adopt a strategy early on so that your Long-term strategy options are not limited.