Planning

It All Starts With The Plan

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

Disclosure

Sid Phillips is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0E48398), CO, DC, DE, FL, GA, ID, IL, IN, LA, MD, MO, NC, OH, OR, PA, SC, TX, UT, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sid Phillips is licensed and authorized to offer insurance in California, but Dominion Financial Partners LLC may not be. For additional information on California licensure status, please click here.

Sid Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 130 W Olney Rd, Norfolk, VA, 23510, 757-615-6801. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, IN, MA, MD, MI, NC, NY, OR, PA, SC, TX, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Sid Phillips is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, DC, DE, FL, GA, IN, MA, MD, MI, NC, NY, OR, PA, SC, TX, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Dominion Financial Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Dominion Financial Partners, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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