Chris Phillips - Financial Advisor

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — whether by adjusting your income, investing, or making the most of an unexpected windfall. I’m here to help you make confident, goal-aligned decisions.

Thinking about your family’s future? Preserving your assets and planning for what’s next can make a big difference for the people you care about. If you’re curious about solidifying that financial foundation, let’s explore your options together.

Martin Luther King Jr. Day reminds us that change begins with courage and compassion. Today, we celebrate the legacy that continues to inspire generations toward a more inclusive world.

January is the perfect time to reassess your financial goals and consider the best strategy. Reach out today to get started.

The Three High-Tech Steps That Can Lower Your Energy Bills Skyrocketing utility costs got you down? New technology and techniques can help, and many are cheap and easy.

As Holiday Budgets Tighten, Shoppers Rediscover The Value Of Purpose From smaller budgets to smarter choices, Americans are reshaping the holidays around intention, connection, and meaning.

Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax positioning. https://bit.ly/4ij2iXZ.

Let’s talk about how the One Big Beautiful Bill Act could impact your taxes. Schedule a conversation today.
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A Parent’s Guide to Paying for College — Without the Debt Tuition keeps increasing, challenging even families with plenty of money. Here are a few strategies that can help.