HELPING YOU PLAN YOUR FINANCIAL FUTURE Wealth Creation and preservation is the primary focus. Together we can help identify your goals, and make wise decisions to help improve your financial situation. My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, protecting your estate, going through or recovering from a divorce, I can help you develop a road-map to reach your goals.
The financial strategy may consist of all or part of:
1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance; 2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future. 3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track. 4. Taking the uncertainty out of your divorce, whether you are pursuing a Litigated, Mediated, or Collaborative Divorce, I can help make the difference in attaining a workable resolution to your negotiations. Feel free to browse the site. You'll find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest. If you have any questions, please call me at 925-820-1865 or e-mail me at tphilipson@royalaa.com. I will be happy to help. I look forward to talking with you.
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PHILIPSON FINANCIAL & MEDIATION SERVICES |
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 About Us
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Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Estimate the potential cost of waiting to purchase a long-term care insurance policy. Use this calculator to estimate how much income and savings you may need in retirement. August 01, 2010 @ 06:11 AM
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Tricia J. Philipson is a Registered Principal offering Securities & Advisory Services through American Investors Company, Member FINRA/SIPC, Registered Investment Advisor. Branch Location: 2344 Saddleback Drive, Danville, CA 94506. In this regard, this communication is strictly intended for individuals residing in the state of California.. No offers may be made or accepted from any resident outside California. |
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