Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. Plan with Phil takes a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.
- Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.
- Recommend. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
- Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
- Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.
Our team can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.
Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here’s how we are making a difference in our communities.
To the Community
Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many in this area.
To Our Clients
Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.
Our TEAM combines their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. Our advisors must pass comprehensive exams to obtain a license to sell products in your state.
We have individuals licensed to sell insurance products in the following jurisdictions: CA, NY, NJ, PA, CT, MO
We have individuals registered to offer securities in the following jurisdictions: CA, NY, NJ, PA, CT, MO
Our TEAM offers a wide range of insurance products designed to provide you with the flexibility you’ve been searching for. Our Financial Services Representatives make choosing the right products for your unique situation easier than ever before. Backed by years of industry experience, and with access to a network of provider resources, PLAN WITH PHIL is well-equipped to guide you through a complex, changing world of risk and opportunity.an.