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OUR COMMITMENT

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

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OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions please Contact Us.

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Blog

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Phillips Financial on September 23rd, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

Tags:
  • Charity
  • Deductions
  • donations
  • Qualified Charitable Donation
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Why Should I Think About Retirement Planning?

Submitted by Phillips Financial on August 26th, 2020

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

Tags:
  • Financial Investments
  • Financial Planning
  • Planning ahead
  • Retirement
  • Wealth Management
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How to Protect Your Identity

Submitted by Phillips Financial on July 8th, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Financial Planning for Young Professionals

Submitted by Phillips Financial on May 6th, 2020

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

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What You Should Know About Certified Financial Planners

Submitted by Phillips Financial on November 6th, 2019

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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Planned Giving Goes Further

Submitted by Phillips Financial on June 21st, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Avoiding Retirement Woes

Submitted by Phillips Financial on May 8th, 2019

How to Avoid Retirement Woes

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Financial Designations

Submitted by Phillips Financial on April 15th, 2019

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit the Financial Industry Regulatory Authority, which provides a list of professional designations and what they mean.

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Top 15 Money Management Tips

Submitted by Phillips Financial on March 13th, 2019

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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New Home Financing Checklist

Submitted by Phillips Financial on March 13th, 2019

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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  • 1920 Tienda Drive, Suite 202
    Lodi, California
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, FL, ID, KS, KY, LA, MI, MO, MT, NC, NE, NJ, NV, OR, TN, TX, UT, VA, WA, WY
Fee-based investment advisory services available only to residents of: CA, LA, TX.
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