Your Partners In Planning

DESIGN PHASE

We initiate the development process with a series of discussion meetings.  In the beginning we take a broad perspective, helping clients articulate future goals and stategies -- reviewing existing documentation to identify gaps, overlaps, or inefficiencies.  From this analysis a menu of strategic alternatives emerges, which are subjected to modeling and testing to produce our recommendation report. 

IMPLEMENTATION PHASE

Achieving a comprehensive, integrated plan for business or family finance requires diverse disciplines -- the legal, accounting, and trust professionals, along with the financial product institutions and administrative resources.  Our role is to help coordinate their efforts and manage communication to assure our clients can make informed decisions and can rely on an effective implementation timetable.

MANAGEMENT PHASE

In the real world, comprehensive planning* means a commintment to a perpetual decision process.  As personal circumstances, economic conditions, and regulatory environments change over time, our clients' plans must respond to new opportunities and potential problems.  We set up monitoring procedures in advance that allow you to evaluate peformance against objectives and revise your decisions accordingly.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


*Sid Phillips is separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of (VA,NC,MD,GA). As such, these services are strictly intended for individuals residing in (VA,NC,MD,GA).

Sid Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, In this regard, this communication is strictly intended for individuals residing in the states of (VA,NC,MD,GA). No offers may be made or accepted from any resident outside the specific state(s) referenced.

Sid Phillips is agent licensed to sell insurance through New York Life and is licensed with various other independent unaffiliated insurance companies in the states of (VA,NC,MD,GA). No insurance business may be conducted outside these state(s) referenced.

 Dominion Financial Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.