Philip Floyd, Cfp®, Ricp®, Crpc®, Cfs Email & Phone Number

My mission is to serve my clients so they have a financial peace of mind. To me this means every area of financial planning must be addressed to include tax, estate, education, retirement, insurance, and growing & protecting investments. As a Certified Financial Planner (CPF®) Practitioner, they are all equally important. From my four years active US ARMY Infantryman and my experience during the past two major economic recessions (2000-2003 & 2007-2009), I will always strive to avoid significant investment losses and take advantage of market growth. “Hope for the best but prepare for the worst”. My planning philosophy is no one wants their financial life to be complex so I believe in making financial topics easy to understand. My goal is to intently listen, educate so you have a better understanding of your financial picture, and make your financial life more enjoyable so you can focus on what is more important to you. I am passionate about helping people understand their financial vision and turn it into a reality. My wife Natalie, a first-grade teacher, and I have been married for over 22 years with twin girls in college (War Eagle! & Sic ‘em Bears!). Now that we are empty nesters, our time is spent traveling anywhere and everywhere together simply for new experiences. Outside of my faith, my family, and my friends, I enjoy outdoor smoking/grilling, being outdoors hiking, and watching most sports on TV.