Phil Lebkuecher, Bfa Email & Phone Number

Austin, Texas Area

Phil joined the SDW team in 2019, after spending over 25 years in the financial services industry. Phil holds a Masters of Business Administration and brings experience in real estate development to his diverse financial background. He has always had an interest in helping people prepare for their financial lives and prides himself on real-world application of financial principles. Phil is a natural connector who uses his strengths as a communicator to engage clients in a wide range of conversations. He is an upbeat problem-solver with attention to value and efficiency. Helping clients to focus on the aspects that are most important to them, Phil guides clients to gain a deeper understanding of themselves and their financial options.

Austin, Texas Area

"I help people establish, maintain and accomplish their financial goals"I can help you create a financial plan, a personalized "roadmap" that can help you achieve your short and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your goals.I understand the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I can provide the following:Lifetime Needs AnalysisI develop a long-term working relationship with his clients, helping provide financial solutions as they progress through their careers on into retirement.• Personalized Financial Planning• Asset Management Services• Retirement Planning— 403(b), 457(b) and 401(k) Plans— Roth IRA, Traditional IRA— SIMPLE IRA, SEP IRA, 401(k)— Lump Sum Consultations• Investments— Mutual Funds— Annuities (fixed and variable)• Education Planning— 529 College Savings Plan— Coverdell Education Savings Account— UGMA/UTMA• Insurance— Disability— Life— Long-Term Care• Customized Retirement CounselingAdvisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC. www.lincolninvestment.com K.W. Gutshall & Associates and the above firms are independent and non-affiliated. Before deciding whether to retain assets in an employer plan or roll over to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, possession of employer stock and reduction/elimination of guaranteed benefits from the pension plan.

San Antonio, Texas Area

Securites and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Planto Roe Financial Services is independently owned and operatedDOFU 09/2010 tracking #227235

Founded residential development company, acquired 8.6 acre tract and constructed a 19 lot gated subdivision. Responisble for all aspects of the development including platting, financing, utilities, construction and marketing

Created and supervised a team of land planners, engineers, attorneys, accountants and consultants to design, engineer and entitle a large acreage tract for development. Negotiated off-site detention with County Flood Control District and placed a water park amenity on Utility District property. Secured development financing. Supervised all construction activity through three development phases. Marketed, negotiated, and closed contracts to sell lots to publicly traded home builders. Maximized the total lot yield to 437 single-family lots and significantly increased revenues over initial plan.

Investment Advisory Services, Tax Division

Mba

Bba, General Business Administration