Everything About Your Financial Life in One Convenient Place
Even if you aren't quite where you want to be ... yet ... we all know that as your wealth grows, managing it becomes a more complex and time consuming task. It's no longer a matter of simply balancing your checkbook. Now you have multiple accounts, documents, assets and advisors ... and you need tools and support to properly manage all these moving parts. We can help.
Wealth Management Made Easy
With a Phillips Financial Strategies Wealth Management System, you get a single, consolidated view of your entire financial life. How?
You get your own private and secure website. This becomes your financial hub, the place where you keep track of all your various accounts, important documents like wills and life insurance, all of your assets and even contact information for your team of advisors.
This online access not only puts everything in one place, it also allows you and your advisors to collaborate to achieve the best possible results for your situation. And your accounts are updated every night, so you always know where you stand.
Contact Us Today
You can get a Wealth Management Financial Planning package for as little as $15.99 a month, so we have a solution that will work for you if you're just starting out or if you already have a substantial portfolio. Call now for more details: (202) 681-1161.