With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. He saw people making decisions that would adversely affect their financial future and vowed to become a resource to help others. He takes pride in taking the time to understand his clients’ goals and concerns, creating tailored solutions that will help them be on track for the financial future they dream of, and ensuring they understand how they will get there.
Phillip is a fiduciary advisor who holds an Illinois life & health insurance license, has passed his Series 7, 65 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). This year, Phillip received the 2022 Five Star Wealth Manager award.
As an Investment Advisor Representative (IAR) and a fiduciary, he is required by law to act in his clients’ best interest, a task he doesn’t take lightly. He earned a degree in business management and organizational leadership, along with a minor in economics from Illinois State University
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.
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