Fiduciary Retirement Specialists

WE HELP YOU ENJOY YOUR MONEY IN RETIREMENT

We don’t operate in vague percentages. We speak in actual dollars. Ask us how much you can confidently spend in retirement, and we’ll show you how you can create memories with your money without the fear of running out. 

HOW OUR FREE PROCESS WORKS

Schedule free 15-minute fiduciary phone call. 

Explain your financial priorities to us. 

Receive report to help you spend and enjoy your money. 

IS IT WORTH 15 MINUTES?

Common Questions and Answers

IS IT REALLY FREE? HOW DO YOU GET PAID?

Our process costs you diddly-squat. Not a dime. No obligations, no hidden fees. The only thing you will be committing to is your time. If we complete the process, which includes one phone call and two complimentary meetings, it’s roughly 2.5 hours of your time. We do not get paid unless you hire us as your advisory firm. 

WHAT DO I GET OUT OF THIS?

We don’t believe in one-size-fits-all or generic advice, so we need to know what you want before we can help. After we truly understand your financial priorities, we can help you align your resources to accomplish your goals. We do this by providing you with our proprietary Retirement Readiness Report, which you get to keep regardless of if we work together or not.

HOW ARE YOU DIFFERENT?

Perhaps the costliest mistake retirees make is deferring the enjoyment of their own money. This is because the narrative of retirement planning is fueled by fear and doubt to encourage you to save so financial advisors can continue to collect recurring fees. It is not in their best interest for you to spend your money because that means they make less money on your money. We operate in a different capacity. We believe a proper retirement plan provides permission to enjoy money without the stress of overspending.

WILL YOU ANSWER ALL OF MY QUESTIONS?

You don’t need to have a PhD in finance to feel confident about your money in retirement. We promise to answer all of your questions without any industry jargon mumbo jumbo. If you’re wondering how to start the conversation, here are a few specific questions we’re often asked:

  • How do I know if I’ve saved enough to retire?
  • Can I save more on my taxes?
  • Am I taking too much risk with my investments?
  • When should I file for Social Security?

TAKE COMMAND OF YOUR MONEY

Make informed decisions about how to invest your money, generate income, reduce taxes, and prepare for the unexpected.

BEFORE PHIBBS FINANCIAL

WITH PHIBBS FINANCIAL

ONE STOP FOR ALL YOUR NEEDS

As an independent advisory firm, we work for our clients rather than for a corporation. This allows us to help you craft a retirement plan that is as unique as you are.

IRA/401(k) Rollovers

Income Generation

Tax-Efficient Strategies

Data-Driven Investing

Asset Protection

Annuities

Wealth Management

Legacy Planning

RETIREMENT PLANNING WITH FAMILY VALUES

We believe in treating people with kindness and respect, following through with our commitments, and taking the time to listen to understand the needs of our clients. 

MONEY IS MEANT TO BE ENJOYED