Phillip James Financial CO.

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Phillip James Financial Financial Planner | Plymouth Certified Personal Financial Advisors Investing with Purpose Scroll I. Start Here II. Your Team III. Services IV. Let's Talk Retirement Tax Advisors in Plymouth, Minnesota Thoughtful, intentional planning ensures your success throughout retirement. Grow Wealth We create a globally diversified, low cost and tax efficient portfolio designed to provide income throughout retirement. Save Time We handle everything: plan creation, portfolio alignment, monitoring your investments, tax strategy implementation. Feel Better Have confidence knowing your money is managed by professionals who know and understand your priorities. Are you ready to grow your wealth , save time , and feel better about your retirement and financial situation? Schedule a complimentary meeting today. Schedule a Call Comprehensive Financial Planning Retirement Planning - Investment Management - Tax Preparation Planning As a fiduciary we work for you, not an investment company. You will never be sold a financial product. Our fees are as low as 0.50%. There are no long term commitments. New to Phillip James? Start Here -- Our Planning Process Top Financial Planning From a Fee-Only Financial Advisor When it comes to finances, it can be hard to navigate the complex world of investments, retirement planning, taxes, and wealth management on your own. And that's where fee-only financial advisors like us come in. We offer advice and guidance to help you achieve your fi

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