10 New England Business Center
P: (978) 270-8993
F: (866) 317-4044
Website
A 15 year resident of Newbury, Phil offers comprehensive financial services to clients ranging from young families to established business owners looking to maximize and diversify their retirement income. Phil works with all clients with a consultative, holistic approach and foundation of planning.
"My work with my clients is based building a strong relationship. Together we must understand and prioritize needs before recommending solutions."
Phil specializes working in the small business market having owned and operated his own sporting goods distribution company based in Newburyport.
"I learned so much in owning my own business. I understand the challenges small businesses are faced with. I wish I knew then what I have learned since entering the financial services market 5 years ago. But I am passionate about helping others make educated decisions that will help protect what they have worked for and make smart long term decisions with his or her assets."
"I love that I have a strong network of other professional advisors I bring to the table for clients when necessary. I want them to see me as a resource who knows who to go to for additional professional support, from the business attorney, estate attorney, accountant, or the best benefits advisor around."
One other side of Phil's focus is in Long Term Care insurance. Phil works closely with the Newburyport Senior Center and the Newburyport Council On Aging, hosting a free monthly seminar at the new community center.
"Most of us will, if not already, have an experience with a long term care event within the family. There are so many misconceptions about LTC, there is a huge need to educate ourselves on the realties and options available to us. All too often a family is faced with reacting to an escalating situation, which can be devastating in so many ways, not just financially."
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