About My Practice
Our goal at Phase Financial is to guide, inform, and provide. Using valuable information about your situation, we consolidate our plan into an easy to understand approach. We do this through a comprehensive understanding of our clients' future needs and current situation. We take a holistic and independent approach in assessing your financial goals so that we can guide you to solutions that fit. Not all situations are the same and oftentimes the path to financial freedom varies from person-to-person.
We promise that the path we pave for you is both personal and possible. We strongly believe that reviewing a variety of options (products & services) as a vehicle to serve our customers is the key to proper planning and their ability to make informed and confident decisions. Knowledge is power, and options are key.
Our company maintains relationships with CPA's and attorneys to assist with all Phases of retirement and estate planning. We are trained and informed on federal benefits as we are owned and operated by disabled veterans.
• Life/ Health/ Business Insurance
• Wealth Accumulation & protection of principal
• Personal Lines Insurance (Auto & Home)
• Divorce & Life Guides
• Trust/Final expense and Will preparation
• TSP allocation and contribution & more!
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Federal (FERS/CSRS) retirement benefits & planning
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: NPN# 4557709
Security Licenses: CRD# 3197478
Other Licenses, Certifications, Designations: Long Term Care designations, MLO #1802005 NMLS
Education: Purdue B.S. Economics
Associations & Affiliations: ProFeds
Charges to Clients for Services
Commissions on insurance products purchased
NO FEE for our services, we are paid by the 50+ companies we represent
My Association with the Office or Firm
My Broker / Dealer Affiliation