Find a broker, investment or financial advisor.
About
About Philip
Philip is a seasoned financial professional with nearly a decade of experience working with investments, insurance, and complex financial plans.
With an emphasis on values-based planning and advice, Philip works to co-create financial plans that align with what is most important to his clients. As a CFP® professional, Philip ensures his clients’ interest come first and that he is prepared to help them through each of life’s many transitions.
Philip has a bachelor’s degree from William Carey University and a master’s from the Southern Baptist Theological Seminary in Louisville, KY. He is married to his wife, Allison Alford, a licensed clinical mental health counselor, and has one daughter, Nola. Philip and his family enjoy hiking, live music, and investing time with family, friends, and their community.
Our Comprehensive Financial Planning Process
1.
Getting Started
To begin this journey together, we offer you a two hour complimentary consultation. This provides both of us the opportunity to determine if we are a “match” for working together. We want you to be comfortable with the process; therefore, you set the pace.
Our objective is to build strong, lasting client-counselor relationships.
2.
Discovery
Just like your medical doctor, we also make a thorough examination of your “financial health” prior to providing a prescription. Prescriptions in our business represent solutions to problems uncovered during your financial exam. Just as you would expect your doctor to make proper discovery through a detailed examination, you can expect our advisors to approach your planning with similar detailed fact gathering.
3.
Fee Structure
At the conclusion of our complimentary fact-gathering sessions, we will recap what we grasp to be your life goals and what you hope to get out of the planning process. We will then present our fee schedule for the financial plan development.
4.
Analysis
After gathering details during your “financial check up,” we analyze the data using the latest technology along with our years of education and experience. A Financial Plan is then generated addressing up to ten areas of financial concerns.
5.
Recommendations
Having completed the in-depth analysis, we then present our findings which are unique to you. We also tailor solutions to help meet your goals. As investment advisors, our loyalties are to you, our valued client.
6.
Reviews
We expect, at a minimum, to meet with you annually for a review and any course corrections as we proceed. We will continue to guide you towards your ultimate destination.
Clarity, confidence, and control
You’ve done the hard work to earn it. We build the system to help protect it
We serve individual investors who feel like they’re juggling too much to manage their financial life properly—but they know the stakes are too high to keep winging it.
Our system brings together tax, investment, education, and retirement planning into one coordinated process—with personalized advice, execution, and ongoing clarity.
What Our Clients Are Saying
Lorem ipsum dolor sit
Lorem ipsum dolor
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit
Lorem ipsum dolor
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Lorem ipsum dolor sit
Lorem ipsum dolor
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
For your complimentary initial consultation, please call us at (423) 789 - 2000
Securities offered through The O.N. Equity Sales Company
Member FINRA / SIPC, One Financial Way Cincinnati, Ohio 45242 (877) 663-7267.
Investment Advisory services offered through O.N. Investment Management Company.
Members of the firm are licensed to offer insurance and other financial products in AR, CO, FL, GA, IL, KY, PA, TN, VA, WA and WV.
Office Locations
1810 Hwy 394,
Blountville, TN 37617
© 2021 SecureMoneyMasters. Built by TANGO