Make sure you’re prepared for whatever the future may bring by trusting Mark Phillips with Modern Woodmen for expert personal financial planning and advice. This financial consultant works closely with individuals, small business owners, and families in Wales, WI, and surrounding areas, to help them build strong financial foundations for retirement and beyond. 

Mark Phillips has over 11 years of small business and personal financial planning experience. He helps small businesses and individuals with a variety of investment and wealth management options, including life insurance, annuities, mutual funds, 401ks, and IRAs. Whether you’re confused by your retirement options, need assistance in understanding current tax code, or want to create a plan for your goals, Mark is ready to help you achieve your financial dreams.

There’s no time like the present to start investing in a brighter future for yourself. Call Mark Phillips with Modern Woodmen today at (414) 235-8806 to schedule your first appointment or visit his website to learn more about his small business and personal financial planning services.