Bill Phillips

Background

About Bill Phillips

My firm and I help clients achieve their goals of enjoying a secure retirement, leaving a legacy, and providing a college education for children or grandchildren through investment and portfolio planning. We work with businesses to optimize health insurance and retirement plans. Additionally, we help clients protect themselves, their families and their businesses against the risk of a premature death, a long-term disability, or a long-term care need with various insurance products. Contact me at 516-280-7177 or by emailing me at william@clientfocusedadvisors.com. For a Complimentary Investment Review click the following link. For a Complimentary Life Insurance Review click the following link. The following are my licenses and certifications • Life Insurance Licensed • Health Insurance Licensed • Series 6 Licensed • Series 63 Licensed • Certified Health Insurance Broker for Individuals and Small Businesses on NY State of Health • Licensed to sell insurance products in New York, New Jersey, Connecticut, California • Licensed to sell securities in New York and California Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Take a look at how we help clients by viewing the video below.