Phase Line Financial is the first financial planning organization in the area specifically designed with you in mind. My experience working in high net worth trust departments, publicy traded wirehouses, and time spent during two deployments in a reconnaissance platoon has given me great insight into proper planning. and the importance of contingencies and optionality.
phase line noun : a line (as a terrain feature extending across the zone of action) used to control and coordinate a military advance or withdrawal
the regimental commander may prescribe any phase lines —Infantry Journal
reach a phase line one mile inland by 1600 hours —Irwin Shaw
Financial Planning
Personalized Financial Plans that strive to achieve the highest probability of success based on your indivdiual needs, wants and wishes.
Investment Management
Determining the appropriate asset allocation and security makeup based on your personal risk profile and time horizon.