The Retirement Survival Pack Helps You:
What if I told you that a massive tax tornado is violently forming inside your 401(k) that you’ve diligently saved into for years, and it will grow into a F5-sized problem if you don’t address it soon?
My FREE Retirement Survival Pack reveals strategies you can use immediately to drastically lower your tax burden along with a checklist challenge, critical questions to ask before hiring an advisor, and a complementary Retirement Evaluation.
Trevor is the founder and CEO of Phibbs Financial, a full-service fiduciary firm that focuses on helping middle class families retire with comfort, confidence and control of their finances. He started his career working for major multi-billion-dollar firms and discovered all of these companies were essentially the same. They prioritized sales over service.
The sad reality is the financial services industry is largely focused on sales. Many firms will attempt to entice you with a “free” steak dinner to simply sell you something and then abandon you immediately afterward. Our entire mission is helping our clients reap the rewards from years of hard work by reducing taxes, limiting risks, investing wiser, and delivering reliable income in retirement.
Retirement planning is a huge part of Trevor’s life, but there is much more to him than simply being a financial nerd. He’s a huge family man, born and raised in the great state of Utah. When he’s not reading, he’s usually watching sports, particularly football. He’s a graduate of the University of Utah and loves the Utes. While he’s not going to prepare a meal for Gordan Ramsay on MasterChef anytime soon, he enjoys cooking for his family using his Traeger Grill to smoke everything from BBQ to beef jerky.
© 2022 Phibbs Financial Services LLC
Investment advisory services offered through Phibbs Financial Services LLC (DBA Phibbs Financial), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Illustrated returns and graphics are hypothetical and not reflective of returns of any particular portfolio.