Bob Phillips

Bob Phillips

Role:
Licensed insurance agent
Expertise:
Estate planning, insurance planning, investment planning
Education:
State University of New York at Cortland, Bachelor of Arts in Sociology

Experience

Having spent over fifteen years helping people plan their lives financially, Bob has a vast amount of personal knowledge concerning estate planning and the many other end-of-life details. During his career, Bob mastered many different financial products to help people achieve their financial goals, including life insurance, disability insurance, mutual funds, and stocks and bonds. He earned the Chartered Life Underwriter (CLU) designation and held numerous securities licenses. Bob is an internationally published poet, and is now a freelance writer living in North Texas with his wife and Doberman puppy.

 

Expertise

Estate planning

Bob helped individuals and business owners with estate planning, working in conjunction with the client's attorneys and CPAs. He made sure estate taxes were covered through life insurance, and that all wills, trusts, etc. were in place.

Insurance panning

Bob developed his clients' plans for paying off mortgages, paying for children's education, and other financial needs through the proper use of life insurance.

Investment planning

As a Registered Representative of several securities brokers, Bob assisted people in building wealth through the use of stocks, bonds, and mutual funds, helping them to accumulate assets to pass down to future generations.

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