About me
Philip T. Quigley - Certified Financial Planner™
Phil is a Certified Financial Planner, with over 30 years of experience in the financial services industry, as well as being licensed in Life and Health Insurance. Phil works with individuals to help guide them to their financial goals. He has extensive experience in investments, insurance, estate and tax planning. Phil and his wife have lived in Naples since 2016. They have three beautiful children and a granddaughter. Phil is originally from New Jersey. He enjoys his family and the Florida lifestyle as well as playing golf.
Discovery Meeting
Step 1
Our initial meeting is an interview process which covers many aspects of your life. This meeting allows us to get to know you – and it provides you a sense of how we work with client families. We won’t ask you to sign any papers or make any commitments. We find this is an ideal approach to gaining a better sense of your current situation as well as your personal and family goals. This creates the foundation which helps determine what we can do to help you achieve them. We are always very candid in these discussions. If we don’t think we’re a good fit for you, we’ll tell you, and we hope you’ll do the same.
Investment Planning Review
Step 2
At our next meeting, we will present our review and analysis of your current situation along with any gaps we feel may present hurdles to you achieving your goals. Once reviewed together, we will also provide you our recommendations for bridging those gaps, overcoming those hurdles and making your goals a reality. This plan forms the foundation for our working relationship.
Mutual Commitment Meeting
Step 3
Now it’s time to decide whether our firm can add value to your efforts and whether we should proceed. Should we both choose to work together, we commit to a collaborative approach focused on achieving what is important to you and your family. We then begin to execute documents and take the appropriate steps to put your wealth management and investment plan into action.
our Services
Free Tax-Planning Strategies for Tax Reduction
Free Tax-Planning Strategies for Tax Reduction
Free Tax-Planning Strategies for Tax Reduction
Barbell Economy Portfolios
Free Tax-Planning Strategies for Tax Reduction
Free Tax-Planning Strategies for Tax Reduction
Wealth Managements Reviews
Free Tax-Planning Strategies for Tax Reduction
Retirement Income Planning & Projections
Retirement Income Planning & Projections
Free Tax-Planning Strategies for Tax Reduction
Retirement Income Planning & Projections
Overall Financial Planning Layout
IRA & Roth Conversion Reviews and Analysis
Overall Financial Planning Layout
Investment Strategy Review
IRA & Roth Conversion Reviews and Analysis
Overall Financial Planning Layout
IRA & Roth Conversion Reviews and Analysis
IRA & Roth Conversion Reviews and Analysis
IRA & Roth Conversion Reviews and Analysis