Your 412(i) Source
Let Phillips & Associates make 412(i) plans work for you. Find out how you can dramatically reduce taxes, increase your wealth and shelter your assets from financial storms with our help.
Lee is a widely published author. His most recent book, Protecting Your Financial Future is a Time Warner Book-of-the-Month Club publication. He was instrumental in the creation of the License Preparation System, a revolutionary software program for drafting legal documents, and writes a monthly column for Physician's Money Digest as the Physician's Advocate.
Lee Phillips is no stranger to business. He has been successful in several business enterprises, from publishing to scientific research to law. His experience in financial planning and business can be put to work for you and your family in advanced tax solutions, estate planning, and asset protection.
Mr. Gardner provides consulting expertise to Phillips & Associates and our clients. He assists our firm in implementing advanced tax solutions using 412(i) plans and other select tools for tax reduction, estate planning and asset protection. His experience includes years as a CPA with a "Big 6" firm, the CFO of a billion dollar financial institution, a national speaker to business groups and the principal of a successful private tax and estate solutions practice for high net worth clients. His guidance and consultation to our firm and our clients has resulting in saving millions of dollars in taxes and increasing estate values by millions as well.
Supporting Lee Phillips and Clark Gardner are a dedicated group of employees, committed to helping you shelter your wealth from the difficulties of the current world. Each of the Phillips & Associates employees bring years of training to the table. The assembled employees of Phillips & Associates are trained in law, accounting, tax and estate planning, international business, and real estate. Each is ready to put their skills and training to work for you. |
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More Information
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Lee R. Phillips
For a more detailed look at Lee Phillips and his achievements, feel free to check out his resume.
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Clark S. Gardner
For a closer look at Clark Gardner and his accomplishments, click here to view his resume |
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Contact Us
Have you found what you are looking for? Do you want to know more? Would you like us at Phillips & Associates to evaluate your situation to find out how we can dramatically reduce your taxes, protect your estate, and shelter your assets? Contact Us and we will be happy to help you in any way we can. |
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