protecting your family
philip sessoms financial services
building for your future
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.
Menu:
01
ABOUT
book a free consultATON
703-973-1087
Meet Phil Sessoms, better known as Financial Phil! He's an experienced financial advisor who specializes in helping clients secure their retirement through smart investment and insurance strategies. Phil brings a wealth of knowledge to the table with a Juris Doctor from the College of William & Mary and a Bachelor's in Economics from the University of Virginia. His impressive list of certifications includes Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), and Certified Long-Term Care specialist (CLTC).
Phil's expertise has earned him a spot in the Million Dollar Round Table (MDRT) six times, with three of those as part of the elite Court of the Table. The MDRT is the gold standard for excellence in the financial industry, and Phil's inclusion is a testament to his outstanding professionalism and skill.
ABOUT
02
services
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
