T. Phillip Boggess, J.D. Email & Phone Number

Oak Brook, Il, Us

Oak Brook, Us

Mr. Boggess educates, empowers and leads his clients to help reduce the stress they have in their lives by addressing potential risks the clients have or may have in their lives. His approach is focused on the impact his guidance and leadership have on lives rather than ignoring the person in search of certain numbers.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., aRegistered Investment Adviser. Cambridge and TPB Financial Solutions are not affiliated.

La Grange, Illinois, Us

My goal for my law firm is to educate all clients and help them take the necessary steps to plan and manage events today to help regulate some of the uncertainty of the future. Areas of practice include: Estate planning and probate; real estate; contracts; collections; corporate planning, operations and organization; landlord-tenant; debtor-creditor; sports and entertainment; and family law.Additionally, I have written, updated and published articles and books on related areas of the law.

San Diego, Ca, Us

As a 501(c)(3) charity, the Society for Financial Awareness has the mission to promote financial literacy across America, one community at a time. Through workshops and seminars, SOFA introduces keys to a successful and wealthy future. These workshops are frequently held at libraries, at schools, for civil groups and at the workplace.

Middletown, Ct, Us

Educating and assisting clients understand their current financial situation and creating strategies to help them create their financial security.

Helping clients evaluate their current situation and use financial and legal planning to help them efficiently pursue their goals.INDIVIDUALS Most go through three financial stages of adult life. First people must learn how to efficiently save and invest to ensure they are not causing any current or future unintended consequences. Second, people transition into and live in retirement. It is my job to create a strategy for a smooth transition into retirement by positioning assets to create an income stream. Finally, we must have all of our assets properly positioned to transfer them to the next generation or charity. I take clients through each stage with strategic financial and legal planning.BUSINESS OWNERS There is an additional factor to business owners: Their business. They first must determine how to properly start and form their business. Next, the operations must be efficient. Lastly, a business owner must plan his exit strategy. Through my law firm (see below) and the financial planning, I guide clients through each step of the way.MORE ON BUSINESSES A business has many challenges. One is attracting, retaining and rewarding their key employees. Recruiting and training new employers is costly, as is losing the key employees. Therefore, I help create strategies to attract, retain and reward those employees through employee benefits. Additionally, I help make those employees more productive by providing financial education to help eliminate the time and energy an employee spends during the working hours worrying and trying to solve their financial concerns.

Boston, Ma, Us

My goal is to provide families and business owners with assistance to help build their financial freedom. My skills, knowledge and experience provide me with the ability to find solutions to my client’s issues and help them take advantage of the opportunities available. Through my relationships with my clients and the solutions I provide, I strive to become a lifetime resource for each and every client.Areas where I help individuals:-- Comprehensive Financial Planning-- Investment Planning-- Annuities (Fixed and Variable)-- Corporate Benefits-- Retirement Plans (401k, 403b, 457, etc.)-- Charitable Giving Strategies-- Disability Income Insurance-- Estate Conservation Strategies-- Education Funding Strategies-- IRA Consolidation/Rollovers-- Long-Term Care Insurance-- Mortgage Protection funded with Life Insurance-- Medicare Supplement Coverage-- Pension Payout Alternatives-- Pension Transfer/Rollovers-- Mutual Funds-- Life Insurance (Term, Variable, Universal, Whole)Areas where I help businesses and organizations:-- Company Benefits (life, disability, dental, health)-- Retirement Plans-- Executive Deferred Compensation Plans-- Buy-Sell Agreements-- Succession Planning-- Employee Retention Strategies-- Comprehensive Financial Planning-- Tax Sheltered Annuities, 403(b) Plan

• Agent / Manager for athletes. (Some work also performed at Office of T. Phillip Boggess)• Recruited clients and serviced them by drafting and negotiating contracts, resolving disputes between the client and employer, placed clients with teams, creating and distributing marketing materials and provided career, financial, and legal advice.• Developed and maintained relationships with clients and contacts (domestic and foreign) allowing me to place players in Australia, Holland, Portugal, France, Argentina, Spain, Hungary, Qatar, China, Japan, United States, Cyprus, Mexico, and more.

Most of the work was representing, entertainers, musicians, models and actors/actresses. Some sports work done through this business and some through Square 1 Elite Sports ManagementRepresented start-up record label and various bands and entertainers with contracts and management deals..

Toronto, On, Ca

Wrote, edited, updated, and managed products to create and improve research materials for attorneys.Developed and monitored our team budget and acted as the point person on the team.Key person in the product development and management of the Texas Practice Guide series which was at the time of my leaving the company the largest secondary law product for a single jurisdiction producing over $1,000,000 in revenue a year.

Worked with clients to help create solutions to their current and future legal concerns in the areas of family law, bankruptcy, probate, debtor/creditor, tax, and real estate.Daily activities included appearances in state and federal court, document preparation, conducting discovery, oral arguments, drafting petitions and other documents for the court and clients, and generally meeting with and working with clients.

Chicago, Il - Illinois, Us

Researched and prepared memorandum and motions, prepared documents for discovery, built and maintained client files.

Us

Researched the issues before the court prepared memoranda and proposed opinions for Judge Hill.

Des Moines, Ia, Us

Created arguments for Professor Monroe to use when he went to discuss with Congress some proposed changes to IRC § 6672 to improve the length of time these cases were taking in the courts and provide alternative theories of recovery between those responsible persons as defined by the Code.

Researched properties and the priority of liens to advise investors as to the likelihood of payment of the delinquent tax liens and provide the greatest return on investment.

Managed the photomechanical department consisting of about seven employees providing service to the walk-in customers and managing workflow.

Juris Doctor, Law

Master Of Arts (Ma), Economics

Bachelor Of Arts (Ba), Economics And Business

High School Diploma, High School