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Specialties
Simplest Financial Solutions Make the Biggest Difference Only people who don’t like math would call it complex.
Anyone who had the chance to study math in-depth and understand it would call it simple and beautiful. All you need to see that simplicity and understand how it works is a good teacher. People do get wrapped up in the details, but finances are not all numbers and statistics that would confuse even someone with a technical background. A great teacher would show you by creating a solid financial foundation anyone could understand. I’m the teacher that will show you this unexpected side of creating a sound strategy. It is all about you, your story, your needs, expectations, hopes and transferring that into an action plan that you should understand and agree with. My major in Math and Physics from Hartwick College helps me get a good grasp of the details of what needs to be done, but I love to simplify it for my clients and make it sound reasonable to them. If you don’t like getting caught up in solutions you can’t understand, but you do want to make a solid approach and protect your children's future. I’m the guy you should meet with. Every problem has a simple solution. Book a call with me today: https://calendly.com/ajphillips-nyl/lets-get-connected Together we will map a smart road to financial security for you and your family.
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Always free for clients.
ChFC, RICP, FSCP, CLTC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. CA #4297051.