phil wasserman Archives - Phillip Roy Financial Services

Choosing the Right Stock Type

If you are using software that allows you to buy stocks, or don’t have much contact with a stock broker or retirement planner, then you may not realize there are three main types of stock. Today, many people mistakenly believe that they must either invest directly in companies or opt for mutual funds. In most […]

Don’t Forget To Insure Your Investment

Have you ever hated paying your car insurance bill? Did you wind up in a crash that would have cost you several thousand dollars and you only had to pay less than a thousand to get out of the whole mess? If so, then you may realize the benefits of having insurance. Unfortunately, when people […]

End Your Tax Traumas With Tax-Free Wealth Transfer

Do you curse up a storm each time you get paid, and have to look at those disgusting boxes that reveal 1/3of your salary got deducted for taxes to pay for policies you don’t agree with? Do you spend hours working a job you can’t stand, in conditions that make you sick just so that […]

Phillip Roy Financial Services – Why Invest In Annuities?

Many states offer guarantee funds, which helps them to pay out their claims. Rarely advertised, these funds are similar to FDIC protection annuities, life insurance, long-term care insurance, and health insurance. These state funds offer you a high level of trust in the product, and will help to protect you and your wealth. These annuities […]