About Us

About Us

About Work

Patrick Philips has been providing Financial Services to clients for more than four decades. He earned and maintained the designation of CFP ( CERTIFIED FINANCIAL PLANNER ) since 1986. Over the years he has earned many other designations including RICP (Retirement Income Certificate Professional), CRPC (Chartered Retirement Planning Counselor), and CDFA (Certificate Divorce Financial Analyst). During his career, Pat has been a money manager while also servicing the needs of his clients.

Patrick has a Master’s Degree in Psychology and was an educator in Economics and Psychology early in his career in the 70s. He is a life, qualifying member of the *MDRT (Million Dollar Round Table). *Qualifying for membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by the paying the required dues.

In 2019 he was inducted into Allstate’s Hall of Fame while serving as a Registered Representative with Allstate Financial Services for 15 years. He currently is proud to be associated with ROYAL ALLIANCE ASSOCIATES,INC., an independent Broker-Dealer. In addition, on a personal level, Mr.Philips was actively involved in prison ministry for over 10 years, through KAIROS and Bridges to Life.

In addition, on a personal level, Mr.Philips was actively involved in prison ministry for over 10 years, through KAIROS and Bridges to Life.

OUR MISSION

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 designed to provide 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. 

As our clients get closer to retirement, market declines can put a significant strain on their portfolios and income. For many of our clients, they have three priorities in mind with their retirement assets….Not LOSE Money….Not LOSE Money and Not LOSE money. We feel it is just as important to learn what our clients are trying to avoid with their assets as to what they want to achieve with their retirement funds. We design investment and retirement strategies to navigate the market’s ups and downs, managing risk, while also giving the opportunity for growth.

We are not afraid to continually challenge conventional wisdom and actively encourage change in order to pursue growth. Our ultimate goal is to provide a flexible strategy for  growth while providing additional benefits according to each individual’s needs and providing personal customer service for our clients is our number one priority.