Private Client Services
Financial Planning

 
 

Formal planning is often a missed step in preparing for financial goals.  Retirement, educational needs, and even an additional home are goals more easily achieved by reviewing the key aspects impacting your financial outlook.  GP believes that proper planning begins with an assessment of current and projected personal expenses.

In doing so, the planning process starts at the ground level.  From there, our method works with your current income, assets, savings rates and other financial aspects; then applies a discounted cash flow analysis to project what you will need to attain your desired results longer-term.  When necessary, GP can prepare a shorter-term cash flow budget to help identify current needs and provide an accurate picture of pending future requirements.
 
   Garrison Phillips, LLC
   50 Main Street, Suite 1000
   White Plains, New York 10606
   Phone: (914) 219-5194
   Fax (914) 273-8531
   E-Mail:
   info@garrisonphillips.com
  
Nothing on this website or contained herein should be construed as investment, tax, legal or financial advice. This information is not a recommendation, nor solicitation to buy or sell securities, nor is it a solicitation for investment advisory services. The information contained herein is provided for informational purposes only. For more information regarding GP, please feel free to contact us.
When working in a brokerage capacity, securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd, Albany, New York 12211 NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE, NOT INSURED BY ANY STATE OR FEDERAL AGENCY