ABOUT US
Certified Financial Planner
Lighthouse Wealth Management believes financial planning should be highly personal – not cookie-cutter advise. You will have the appropriate strategy based on your risk tolerance and objectives. This will then be customized by Patrick H Phillips CFP (Certified Financial Planner), who has been a CFP since 1986. Mr. Phillips has over 40 years experience in the Financial Service Industry.
SERVICES
Long Term Relationships Built On Trust
Variable and indexed annuities
Mutual Funds
Stocks
Bond
Third party money managers
OUR MISSION
Income Growth & Protection
We are committed to putting our clients at the heart of our business and maintaining long-standing relationships based on trust. Our mission is to provide our clients a multi-asset approach that provides the growth, income, and protection they seek.
There are many challenges facing retirees today such as rising costs, longer life expectancy, and market volatility. Our desire is to help our clients feel better prepared for these challenges while also being able to access income to meet their needs when life changing events occur.
Strategies To Fit Your Objectives
Financial Quote
ABOUT US
Our Team Committed To Your Retirement Future
My executive assistant, Diane Saied, and I are here to make sure your financial needs are serviced personally and as timely as possible. Client personal service is an asset offered to our clients on a daily basis, which we take great pride in.
Patrick H Phillips
Founder & President
- 25 AUG 2022
- BUSINESS, CONSULTING
Do it right is the ultimate winning strategy for consultant
Samsa was a travelling salesman and above it there hung a picture that he had recently cut out of an illustrated magazine and housed in a nice
- 25 AUG 2022
- BUSINESS, CONSULTING
Business and its operations and its advising process gentle
Samsa was a travelling salesman and above it there hung a picture that he had recently cut out of an illustrated magazine and housed in a nice
- 25 AUG 2022
- BUSINESS, CONSULTING
Earn good money and make you very successful creative
Samsa was a travelling salesman and above it there hung a picture that he had recently cut out of an illustrated magazine and housed in a nice
Address
- 3611 S Soncy Rd Bldg 8A Amarillo TX 79119
Disclosures:
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Registered Representative
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: We are licensed in these states: Texas, Arizona, Oklahoma, New Mexico, Colorado and Florida.
Contact: