Kevin P Phillips II

I partner with individuals and business owners in the skilled trades to build strong financial foundations.

Having grown up working in the trades myself, I understand firsthand the challenges, opportunities, and sacrifices that come with running a business or building a career in the industry. This personal connection allows me to meet clients where they are and provide practical strategies that make sense for their lives. Through New York Life, I offer a wide range of financial solutions designed to protect families, grow businesses, and secure futures. My services include, but are not limited to. Retirement Planning: Helping clients implement retirement plans that benefit both business owners and employees. Insurance Planning: Designing protection strategies with life, disability, and long-term care coverage. Risk Management: Identifying potential risks and putting safeguards in place to protect what clients have worked so hard to build. Debt & Cash Flow Management: Offering strategies to manage and reduce debt while strengthening financial stability. Succession Planning: Guiding trades business owners in creating plans to transition their business and legacy smoothly. Tax-Efficient Strategies: Helping clients take advantage of opportunities to reduce taxable income and maximize financial outcomes (in partnership with tax professionals). I believe financial planning isn’t just about numbers — it’s about people, families, and legacies. My goal is to make complex financial concepts simple and to give trades professionals the same confidence in their future that they bring to every project they build.