S. Bruce Phillips, Jr., CLU, ChFC
Today's investment climate offers various opportunities. At Retirement & Wealth Strategies, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for working towards those goals
3. Periodic reviews to help adjust their roadmap when their needs change
Our services cover many areas of financial management, from investment and retirement strategies to risk management and estate conservation. We are experienced in helping our clients develop a personalized, cohesive financial strategy that fits their unique needs and enables them to potentially meet both short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial goals. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial goals, or for more information from Retirement & Wealth Strategies, please contact us today.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.