William A. Phillips Financial Professional: What Is Your Risk Tolerance for 2012? 
Investors have different risk tolerances based on individual factors. Do you know yours? Take this online questionnaire today, and get the feedback you need for a strong 2012.
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Find A Financial Advisor DC: New Opportunity Under the Federal Gift Tax
Axa Financial Advisor in DC, William A Phillips, shares info about an opportunity under the Federal Gift Tax, while there is still time. Find out here and then call William with your questions. In the DC area? Ask him to buy you a cup of coffee. 202-...
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Find A Financial Advisor DC: ETFs for the Conservative Investor
What are exchange-traded funds and what is their appeal to conservator investors? Find out here and then call William with your questions. In the DC area? Ask him to buy you a cup of coffee. 202-55-4107.
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Find A Financial Advisor DC: Retirement Income Planning Today
DC Financial Advisor, William A. Phillips explains how variable annuities may offer better strategies for retirement income than employer plans. Questions? Call William at 202-550-4107 to discuss your situation.
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Find a Financial Advisor DC: Giving Strategies That Can Give Back
DC Financial Advisor, William A. Phillips explains how charitable trusts may allow you to give generously while offering potential income benefits. Questions? Call William at 202-550-4107 to discuss your situation.
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DC Financial Advisor Tip: Roth IRA Conversion Calculator
DC Financial Advisor, William A. Phillips offers this Roth IRA Conversion Calculator to help with retirement income planning, today. Questions? Call William at 202-550-4107 to discuss your situation and options.
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Find a Financial Advisor DC: Should You Refinance Your Mortgage?
DC Financial Advisor, William A. Phillips offers this Mortgage Refinancing Calculator to help with cash flow and retirement income planning. Questions? Call William at 202-550-4107 to discuss your situation and options.
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Find A Financial Advisor in DC: How Much Life Insurance Is Enough?
AXA Financial Advisor DC: Tax-Efficient Investments for the Tax-Averse
Would an increase in taxes for higher-earners affect you? If so, here are some tax-efficient invests to consider. Questions? Call William at 202-55-4107. If you're in the DC area, ask him to buy you a cup of coffee.
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Ask A Financial Advisor DC: Is There Still Time to Catch Up?
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