Gregory A. Phillips, ChFC, CLU, CFS

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.



I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.