Phillips & Associates:  Your source for all your 412(i) needs Phillips & Associates:  Your source for all your 412(i) needs
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Your 412(i) Source

We at Phillips & Associates will help you shelter your wealth and plan for your future, using the latest tax-planning, legal, accounting, and asset-protection techniques available.


Email Address

Contact Phillips & Associates via email at vip412i@sammonsrep.com.

Contact Us Directly

Phillips & Associates, LLC
556 East 1400 South
Orem, Utah 84097 USA
888-707-8322 toll free
801-802-9005
Please give us a call and we can answer any questions you may have.

A Bonus Offer

Mention this website when you call, and you can receive a free personalized analysis demonstrating the advantages of a 412(i) plan for you personally.

When should you contact us?

To get an estimate of the tax savings and advantages available through a 412(i) plan.

 

To become informed of the risks involved in 412(i) plans, and how to avoid them.

 

To get an illustration demonstrating the tax deferment and benefits over time.

 

For any other questions you may have about 412(i) plans.

If you have the information you need, and you have decided that a 412(i) plan is right for you.





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Phillips & Associates: Your 412(i) Source
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Last Update: April 22, 2003