Since 1980, Sid Phillips has been involved in the Financial Services business and he has been advising clients in the Hampton Roads area since 1992. He entered the Financial Services business in the Washington, DC area. Sid was in management for over 18 years and has brought that experience to serve his clients. He found that he most enjoyed working with clients planning for retirement and...
In the real world, financial and investment 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...