Cameron Philipsen Email & Phone Number

United States

Plano, Texas

Parsippany, Nj

For small businesses and business owners, I help to create and implement cost effective retirement benefits plans for those that have between 1-10 million in retirement plan assets. My advanced planning team and I also help create, facilitate and update buy-sell agreements, cross purchase plans, and overall estate plans and succession plans. For Generation x and Millennial families, I help create financial plans that are geared towards achieving specific life and financial goals while maintaining discipline with current lifestyle choices. The financial plan encompasses areas including investments, retirement planning, tax planning, protection planning, estate planning, and evaluating current financial positions. I also provide other services outside of financial planning if financial planning is not a suitable fit. For pre-retirees, I help to evaluate current retirement plans and make the necessary adjustments to track retirement goals by examining current retirement assets, income strategies, accumulation strategies, and tax implications.Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Allied Wealth Partners is independently owned and operated.