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What We Do

Foundations For Financial Success

Strategies for those that are early-to-mid-career

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Personal Wealth & Estate

Strategies for those that are halfway through their career to through retirement.

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Advanced Strategies for Business Objectives

Strategies for business owners responsible for two balance sheets

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Blueprint for Financial Success

Whether you are still finishing up school and about to graduate or you’ve been working for a few years, NOW is the time to build a financial strategy. There is a common misconception that you need to be wealthy to work with a financial advisor. That notion is simply not true and is actually very counterproductive to finding financial success and balance. 

The word wealthy can mean different things to different people. At PH Financial Group, we believe that you’re much more likely to get to your definition of the word faster and more efficiently by working with a skilled financial advisor from the very beginning. 

It’s similar to building a house. Have a blueprint before you buy the building materials and start building. 


Protection (First) Protect what you’ve worked toward and built from the unexpected Sufficiency (Next) Ensure that your finances are sufficient to cover what’s expected Surplus (Ultimately) Work toward accumulating a surplus for the opportunity to enjoy more than what you expect

The Process

You should expect a process that is thorough, informative, isn’t rushed, and necessitates multiple virtual and/or in-person meetings. Each client works at his or her own pace and you can expect us to work at a pace that’s comfortable for you. You will be able to compare and test multiple scenarios that are consistent with your goals, timeframes, and views toward risk. 

We do kindly ask that you join us for meeting promptly and prepared with the information needed and we ask you to consider our firm to implement appropriate financial tools and products if you find value in our strategies and suggestions.  Here’s what you can expect:

Inventory Everything You’d Like to Accomplish
This is where we learn everything we can about you so we could offer you new ways of thinking about your finances and share how we could help.

Get Organized & Create Plan
We’ll organize your existing assets, liabilities, cash flow, and commitments so that we could map out a strategy to help you bridge your current and ideal financial positions. 

Risk and Asset Protection Analysis 
We examine your current exposure to unexpected risks that could unhinge everything you’ve built so far and provide concrete guidance on how to reduce your exposure and give you the ability to cope with events beyond your control.

Identify, Align, & Implement Strategies
Once we’ve protected what you have today, it’s time to think about tomorrow. We explore different strategies, practices, investments, and investment accounts to help you accumulate sufficient resources throughout your career, retirement, and beyond.

Stay On Track
Creating a plan is just the beginning. Staying on track is a lifelong process. We’ll be there along the way to help with accountability, adjustments, and support.