Honesty~Trust~Integrity
Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.
Do you have concerns about any of the following?
Estate Planning
Business Planning
Retirement Planning
Education Planning
Investment Planning
Risk Management Planning
As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Mark K. Phillips is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of .CO, IL, CA (CA Ins. Lic. #: 0F16289). No insurance business may be conducted outside this/these states referenced.
Mark K. Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency, 3200 Cherry Creek Drive South, Suite 700, Denver, CO 80209, 303-744-2000, Member FINRA/SIPC,a licensed insurance agency and a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CO, IA, CA. No offers may be made or accepted from any resident outside the specific states referenced.
Mark K. Phillips, CLU, ChFC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CO, IA, CA. As such, these services are strictly intended for individuals residing in the specific states referenced.
Mark Phillips
Financial Advisor
Eagle Strategies LLC
(720) 255-2965
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.