Broker Check
Daniel W.  Phillips, LUTCF, CLU® , ChFC®, CFP®

Daniel W. Phillips, LUTCF, CLU® , ChFC®, CFP®

Financial Planner

MISSION STATEMENT:

"Together with the members of my staff, I have the expertise necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide advice that makes a difference."

EXPERIENCE:

  • Over 30 years of experience in the Financial Services Industry
  • Member of Estate Planning Council of Cleveland
  • Life Underwriter Training Council Fellow
  • LIMRA Leadership Institute Fellow (LLIF) - a joint venture between Wharton and LIMRA Int’l focusing on marketing, financial and leadership strategies for financial services executives
  • Chartered Life Underwriter designation
  • Chartered Financial Consultant designation
  • CERTIFIED FINANCIAL PLANNER™ Practitioner certification

COMPREHENSIVE FINANCIAL PLANNING:

Planning for your financial success may seem complicated in today's world. A broad knowledge of everything, from complex investment products to evolving tax laws is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of specialists. It’s the key to our success, and yours.

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine the appropriate financial strategy for your individual needs. We are dedicated to helping you:

  1. Identify your goals.
  2. Develop a financial plan based on sound advice and knowledge.
  3. Implement your plan.
  4. Update your plan on a regular basis.

Throughout this process, we never lose sight of one essential element—personal service. At Sagemark Consulting Private Wealth Services, you’ll find the best of both worlds; the resources of a large company and the personal attention you need to establish a financial plan for success.