Joel Philpott
Financial Advisor
Everyone deserves the opportunity to do what they love with who they love while having the upmost confidence, freedom, guidance, and support.
Get a financial plan that prioritizes your priorities.
Creating the right financial plan for you and the people you care about is at the upmost importance when working with our team. That is why it is important to understand our main values when it comes to planning. Together we will create a plan for you and your family that has 3 main core focuses:
- Proactive
- Creating a solid foundation for your life so you can be prepared and have options no matter what life throws your way.
- Diversifying your resources amongst different buckets so that we have an abundance of choices regardless of external events.
- Tactical
- Decision-making and behaviors is one of, if not the most impactful factors when it comes to a financial plan. We prioritize working through and controlling our behaviors when it comes to all financial decision to ensure that it is the right choice for your overall plan.
- With the proper diversification, that allows you to be strategic on not just what assets you have, but also where they are held to ensure they are operating at maximum efficient.
- Efficiency
- We utilize the latest research and strategies provided by leading accredited financial institutions to ensure your resources in the best position to succeed based on your financial picture and preferences.
- You work hard for your money, so our goal is to maximize your savings through the proper tax efficient strategies for your plan.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
