September 2013 - Phillip Roy Financial Services

Phillip Roy Financial Services Long Term Retirement Plans

Retirement planning is for the long-term. Don’t be concerned with short-term bumps in the road. Trust your financial planner to manage any bumps in the road, and never take advice from non-professionals about money. Friends, relatives, and neighbors don’t have years of experience and education to backup their recommendations. Your financial planner has spent a […]

Phillip Roy Financial Services Introduces Comprehensive Financial Planning

To keep your retirement funds safe, you need to have a comprehensive financial plan, which will be there for you when you retire. Your funds need to make money for your retirement, allow you easy access when needed, create wealth and lower your tax consequences. Look toward saving money on fees and taxes, by keeping […]

Phillip Roy Financial Services Announces National Expansion

Phillip Roy Financial Services announces a new national expansion with new offices to be opened in over a dozen locations in the next twelve months. Locations currently being set up include Charlotte, North Carolina, several offices in Southern California, a series of offices in Chicago, Illinois, and offices throughout the Eastern part of the United […]