One thing your colleagues, friends, and family will never get from Phil:

 Pressure to become a client.

Do you know someone who has expressed anxiety about the market, money or the future? Do you know someone who could benefit from a free book, Values Based Financial Planning by Bill Bachrach, and a conversation?

Our goal is to help and serve people so they spend less time worrying about finances and more time on what is important to them.

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