Philip Reiter, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

Helping Create Your Financial Plan

For over 14 years, I have been helping physicians across the country with building and maintaining their financial plans. I understand, that as a physician, your financial life may be quite complex. I am here to partner with you in sorting through the complexities and help you create a financial plan that is built to last. I enjoy working with physicians in all stages of their career. You may be nearing retirement and are looking for help with retirement income distribution or you may be a young physician looking to minimizing your debt and maximizing your savings. Either way, I have the knowledge and experience to help you craft a plan to provide the clarity and confidence you are looking for.

As a CERTIFIED FINANCIAL PLANNERTM professional, I also specialize in working with clients who are nearing retirement. When to retire is a big decision, but that’s only part of the story. I focus on helping retirees implement retirement income distribution plans that allow them to enjoy retirement with minimal financial worries. I work with retirees to address unpredictable topics like additional health care expenses, long term care planning, and estate planning.

Lastly, I enjoy working with young professionals to lay the foundation for a lifetime of financial security. Managing student loan debt, saving for a home, protecting their family from the unexpected, and building cash reserves are some of the many topics I help them address.

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