Posts in financial planning

What is Private Wealth Management? Your Guide to Financial Success

In today's world, managing wealth is about much more than saving and investing. It's about making smart decisions that protect and grow your assets for the future.

But, what is private wealth management exactly?

financial planningPhillip R. ChristensonDecember 3, 2024Phillip James Financialwhat is private wealth management, wealth management strategies, financial planning services, investment portfolio management, high net worth individuals, retirement planning solutions

10 Financial Planning Strategies That Will Help Secure Your Future

If you count yourself among the 72% of the country who consider themselves not financially secure, it's time to do something about it.

At Phillip James Financial, we've helped countless Minnesotans achieve financial freedom. Keep reading and find out about some of the strategies that we've discovered work best for our clients.

financial planning, planning strategiesPhillip R. ChristensonJanuary 31, 2024Phillip James Financialfinancial planning strategies, financial plan, create wealth, emergency fund, personal budget, long-term investments, retirement savings, financial guidance, tax payments