and family finances reach beyond the hard numbers to encompass deep emotional
issues such as love, security, and stability for future generations.
of Phillips Harvey Group are encouraged to set wide-ranging and
long-term goals for themselves and their families using our team's caring expertise
and sensitive approach to a variety of considerations. The answers to our detailed
questions help in the formulation of planning strategies that are part of a flexible,
regularly updated, long-range life plan.
We encourage our clients
to approach their financial goals in a holistic manner. Our clients especially
benefit from the value provided by our clear communication, our ability to "translate"
what can be complicated information, our creation of new opportunities, our ability
to anticipate the effects of different life stages, our initiative to protect
their well-being, and our attention to new and updated income tax laws.
As trusted advisors, Phillips Harvey Group helps each client revisit
his or her lifetime plan regularly, especially with new tax-related legislation
in mind, as people become busier in their lives and are more apt to overlook addressing
long-range financial matters. Using close, personal attention, we can provide
practical and timely ideas for controlling and maximizing income growth over a
long period of time.
For those who have more than one home, or are seasonal
residents of Southwest Florida, our multi-tax expertise is valuable in helping
to maximize the use of tax deductions and considerations that can also provide
added peace of mind and maximum prosperity.
Individuals and families alike
can benefit from the following services offered by Phillips Harvey Group:
- Tax planning
- Retirement planning
- Estate planning
Harvey today (239-566-1600) for more information about the services we extend
to people who value trust, integrity and exceptional service.
here to read what our family and individual clients want to share with you.