Financial Planning Services

While developing a custom financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decision.  Our goal at The Petricic & Phillips Financial Group is to help our clients make smart decisions with their money while developing strategies to minimize the impact of taxes and inflation.

We Help With

Retirement Accumulation and Distribution Strategies
  • Traditional IRAs, Roth IRAs, 403(b), 401(k), 457, SEP, SIMPLE, PERS, SERS, TRS, VIP, Defined Benefit, Profit Sharing

Protection Strategies
  • Life Insurance – Individual, Last Survivor, Pension Replacement, Estate Planning, Buy/Sell, Business, Long Term Care and Disability

College Education Planning
  • 529 College Savings, Coverdell, GET

Cash Management
  • Interest Bearing, Inflation Protection

Fee-Based Advisory Services
  • Custom Allocation Portfolio
  • Third Party Asset Management

Investment Vehicles We Use

Mutual funds, Stocks, Bonds, ETF, REIT, Alternative Investments, Commodities, Institutional Money Management, Variable Universal Life, Universal Life, Term Insurance, Variable Annuities, Fixed and Equity Indexed Annuities, Long Term Care

Bellevue skyline from Bellevue Park