Know how to match your social security, pension . . . and / or ANY other stream of income in part or in whole on a guaranteed lifetime income basis.  Advanced education on the use of income generating financial tools is available on a no fee-basis to our clients. 

MATCHING YOUR INCOME TO SECURE YOUR RETIREMENT

Since 1970, Joe Phillips has been respected by his clients as well as his peers for having led
or been among the leaders of 14 of America's top financial and insurance institutions.

Ask Joe how to MATCH part or all of your:

1) Social Security income

2) Pension income          

3) ANY stream of income


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Client Appreciation Letters / Cards.

Client Appreciation Letters / Cards