How we can help you.
We are not a traditional tax preparation company. We have multiple professionals with a variety of financial backgrounds serving as your team. This makes it more convenient for you and gives you the best possible solution for your busy life. Take a look and see how we can help you.
Tax season is a great opportunity to ensure you are invested the right way. Because we have multiple professionals under one roof, we are able to provide you a review of your current investment situation, free of charge. We are a fee-only investment manager which means we never sell you expensive financial products. Ever. This service is provided by Phillip James Financial.
You don't want to work forever, so let us help with your cash-flow and retirement planning. We will tell you what it will take in terms of saving, investing, and timing; a service that goes hand-in-hand with financial planning topics. This service is provided by Phillip James Financial.
This covers anything from college planning, 401k, debt management, corporate benefits, estate planning, and everything in between. We are wealth managers; we handle whatever you need with regard to your finances. This service is provided by Phillip James Financial.