Providing customized advice and solutions that will enable our clients to achieve their life’s objectives

Larry M. Phillips
The Phillips Group

Often the most important things we can do for our clients is prepare them for unanticipated events or situations outside of the realm of basic financial planning.

Wealth Management

Our wealth management services begin with the review and analysis of your financial concerns, risks and objectives. We develop strategies to accomplish agreed upon goals, and continuously monitor the progress towards your goals.

Investment Management

Advisors build customized portfolios for each client. In partnership with our clients we set investment goals to provide the best risk adjusted returns. This may include allocating capital with an opportunistic and fundamental view of the markets, using niche strategies to take advantage of mispriced asset classes as market conditions unfold.

Retirement Planning

Getting ready to retire or just starting out? The Phillips Group will provide several options and help you decide which retirement plan is best for you. Business owners and self-employed professionals rely on us not only to guide the investments of their retirement plan but we can assist in establishing a new plan or rolling over a 401(k) to an IRA (Individual Retirement Account).

Financial Planning

Find out if your business could benefit from a defined benefit (traditional pension) or defined contribution (401(k), profit sharing) plan. Other plans include: 403(b), 457(b), SEP IRA, Simple IRA and Roth IRA. If you are 50 or older, you may be able to take advantage of catch up opportunities to potentially increase your retirement savings.

21031 Ventura Blvd.
Suite 315
Woodland Hills, California 91364

Toll Free 888.560.8226