Broker Check
Phil Boggess

T. Phillip Boggess, J.D. embraces the opportunity to provide for his client with the ability to address all areas of the clients needs through his skills, experiences, education, and affiliations with other experts in various fields.  His goal is to be the person you call when you have a question so he can either assist or direct you to someone who can assist you in your situation.  Phil works with individuals, business owners, and companies who are serious about pursuing their goals through financial and legal* planning.

His goal is to provide families and business owners with assistance to help build their financial freedom.  Through his skills, education and resources, he helps clients find solutions and take advantage of opportunities available.  He does this by educating his clients and assisting in the creating of a plan frequently referred to as "The Play Book" by Mr. Boggess.  Just as they need their play book in sports, people need Their Play Book to understand what to do when different changes happen.  

Areas where I help individuals:

  • Comprensive Financial Planning
  • Investment Planning
  • Annuities (Fixed, Indexed and Variable)
  • Corporate Benefits
  • Retirement Plans [401(k), 403(b), 457, etc.]
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation / Rollovers
  • Long-Term Care & Medicaid Planning
  • Mortgage Protection funded with Life Insurance
  • Medicare Supplemnet Coverage
  • Pension Payout Alternatives
  • Pension Transfer / Rollovers
  • Mutual Funds
  • Separately Managed Accounts
  • Life Insurance (Term, Variable, Indexed, Universal, Whole)

Areas where I help businesses and organizations:

  • Company Benefits (life, liability, dental, health)
  • Retirement Plans
  • Executive Deferred Compensation Plans
  • Executive Benefits
  • Buy-Sell Agreements*
  • Succession Planning
  • Employee Retention Strategies
  • Comprehensive Financial Planning
  • Tax Sheltered Annuities, 403(b) Plan

*Cambridge Investment Research and their associates do not offer tax or legal advice.  Consult with a tax professional regarding tax advice.  Mr. Boggess offers legal advice after being retained by and through the Law Office of T. Phillip Boggess.  Prior to being engaged to act as counsel, Mr. Boggess is not providing any legal advice. Cambridge Investment Research, TPB Financial Solutions, and the Law Office of T. Phillip Boggess are separate and independent of each other.