Phillip James Financial is a fee-only financial planning firm located in Plymouth, Minnesota. They provide comprehensive financial planning and wealth management services, including retirement planning, investment management, tax planning and preparation, and risk management. With a focus on transparency and personalized plans, their team of certified personal financial advisors work diligently to help clients achieve their financial goals and feel confident about their retirement and financial situation.
As fiduciaries, Phillip James Financial works solely for their clients and is not tied to any specific investment companies, ensuring unbiased advice and guidance. With a globally diversified, low-cost, and tax-efficient portfolio, they aim to grow wealth and provide income throughout retirement. With a commitment to minimizing conflicts of interest and providing transparent fee structures, Phillip James Financial strives to build trust and long-term relationships with their clients, acting in their best interest at all times.
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