Phil is an independent financial professional with over 25 years experience focusing on Wealth Management and Employee Benefits. Responsible people, who are responsible for others, seeking control, clarity and consistency with financial matters, are good clients for Phil. Using a variety of resources and a results oriented process; he works with clients to help find programs that closely match established goals and objectives. The business goal is to maintain and grow a manageable group of highly successful clients and provide for their successors.Specialties: Wealth Management, Employee Benefits & Key Person planning, Retirement Planning, Helping employers gain control of their benefits- Health Insurance, Dental, Vision, Voluntary Benefits, Retirement Planning such as 401(k) and IRAs, Helping investors gain control of their money- Portfolio Analysis, Multi-class/Multi-manager and Multi-style Portfolio Management.