Let's achieve your goals TOGETHER.
Phil's approach to ensuring your financial security in retirement is comprehensive and tailored. He begins by meticulously assessing each client's current financial situation, future goals, and risk tolerance. Drawing on his deep knowledge of insurance products and investment vehicles, Phil crafts personalized retirement plans that mitigate risks while maximizing growth potential.
Phil Sessoms, better known as Financial Phil, is a seasoned financial advisor dedicated to helping clients secure their retirement through smart investments and insurance strategies. With a JD from William & Mary and a BA in Economics from UVA, he holds top certifications like ChFC, CLU, RICP, and CLTC. A six-time MDRT qualifier—three at the elite Court of the Table—Phil’s expertise and professionalism set him apart in the financial industry.
ABOUT
Learn more about Phil
Phil believes in empowering his clients with knowledge so they can make informed decisions about their financial future. Phil not only monitors and adjusts investment portfolios as needed but also stays abreast of market trends and regulatory changes that could impact retirement planning.
His dedication to ongoing education and professional development ensures that he delivers cutting-edge solutions that align with his clients' evolving needs and the dynamic financial landscape. Phil Sessoms is not just a financial advisor; he is a trusted partner, guiding his clients towards a secure and prosperous retirement with confidence and peace of mind.
Services offered :
retirement planning
income protection
budget analysis
disability PROTECTION
LONG-TERM CARE
business growth
EMPLOYEE benefits
401k management
SOCIAL SECURITY PlaNNING
MEDICARE SOLUTIONS
