• Home
  • Who We Are
  • What to Expect
  • FINRA Broker Check
Book Your Kingdom Wealth Discovery Call

WHAT TO EXPECT


Embarking on Your Financial Journey with Ph Financial Advisors

THE KINGDOM WEALTH PROCESS

Step 1 – The Kingdom Wealth Discovery Call
Your journey begins with a 15-minute Kingdom Wealth Discovery call, a crucial first step in your faith-driven financial journey. In this initial conversation, we'll discuss your financial aspirations and challenges, setting the stage for a personalized financial plan that aligns with your values and goals. This call is designed to see if we're a fit to work together. It is not a sales call.


Step 2 – Financial Profile Exploration
Following our initial call, we’ll delve deeper into your financial world. You'll be guided through a comprehensive questionnaire, designed to capture the full spectrum of your financial life. This exploration is essential in developing a financial strategy as unique as your goals.

 


Step 3 – Vision and Strategy Session
Next, we present a thorough analysis of your financial situation, informed by our shared values of stewardship and growth. In this session, we’ll evaluate your current financial status and collaboratively map out a path towards your desired future, integrating your financial practices with your faith-based principles.

 


Step 4 – Implementation and Action
With a solid strategy in hand, we transition into action. This phase focuses on implementing the plans we've developed, making thoughtful, purposeful financial decisions that enhance your wealth without compromising your values or resources.

 


Step 5 – Continuous Guidance and Adaptation
Our dedication to your financial well-being is ongoing. Regular meetings ensure your plan evolves with any changes in your life or financial circumstances. These sessions are opportunities for reflection, adjustment, and proactive strategy updates, keeping your financial journey aligned with your life’s mission and values.

 


Book Your Kingdom Wealth Discovery Call

GET YOUR COMPLIMENTARY COPY OF PAUL HARRIS' LATEST BOOK

 

If you are a healthcare professional or small business owner striving to intertwine your financial goals with your faith and seeking to forge a legacy that honors both, this book unveils strategies specifically crafted for you:

 

Safeguard your income and assets from excessive taxation, applying Paul's 'Kingdom Wealth Principles' approach tailored for healthcare professionals

 

Efficiently eliminate personal debt, including credit cards, car loans, student loans, and mortgages, using methods that don't require additional spending

 

Stay informed about the latest strategies for protecting your hard-earned wealth in the ever-evolving financial landscape

 

Develop a more secure and tax-advantaged income for your retirement years, ensuring peace of mind and financial freedom

 

Yes, I'd Like a Complimentary Copy of the Book

Frequently Asked Questions

Answers to our most commonly asked questions

What if I already have a financial advisor?


To be clear, we are not money managers. Rather, we focus on helping clients find strategies to eliminate debt and attempt to reduce taxes, so that they can free up more spendable income to support their current lifestyle and future retirement goals. Although we do not provide tax advice, we will work with your tax professional to attempt to meet those goals. So, even if you already have a financial advisor, we still invite you to schedule your 15-minute phone call to give you additional insights and perspectives that they are likely unaware of.

What if I already have a CPA?


That's great. We're not CPAs and are not looking to replace them. Instead, we focus on the impact of taxes and debt on not only current income and investments, but how to strategically minimize taxes, eliminate debt, and create more spendable income for you and your family in the years to come. Although we do not provide tax advice, we will work with your tax professional to assist in achieving these goals.

What are you trying to sell?


That's a great question and we're glad you asked. Quite honestly, we don't know enough about your situation to know what solutions would be appropriate for you. What we've found is, for most people, debt and taxes are the two things that prohibit them from achieving true wealth. Which of these is more concerning to you? Schedule your 15-minute call to share with us what your biggest financial concern are for you and your family. At that point we can determine if we can be a resource for you or not.

Is there a fee?


We believe that everyone should have the opportunity to see if they can improve their financial position without any up-front costs or charges. This 15-minute call is a no-obligation call to say hi, and see whether we can be a resource for you, either now or in the future.

I'm about to retire, is this for me?


Absolutely. we have found that most people do a pretty good job at saving for retirement but may not have a full plan for what to do with those accounts after retirement. We help retirees minimize the taxes that they will owe on their incomes - especially when accounting for social security and required minimum distributions on their IRA and 401k accounts..

I'm a W2 employee is this for me?


Absolutely. we work with W-2 employees, 1099 Contractors, as well as Business Owners.

I'm between jobs is this for me?


Possibly. we often work with individuals that are in between jobs to assist them with knowing what to do with their retirement benefits and existing accounts. If that describes you then YES!

Do you have any references?


Yes, we have plenty of references. Due to financial regulations, we're not able to provide them online, but we can provide them to you at the appropriate time.


Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300

Akron, Ohio 44333-2431

1-800-765-5201 Ph Financial Advisors is a separate entity from

Valmark Securities, Inc. and Valmark Advisers, Inc.

Valmark’s form CRS

 

 

Ph Financial Advisors
4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076

(239) 939 5131

HOME WHO WE ARE WHAT TO EXPECT

© Copyrights by SAGESMARTADVISOR.COM.

All Rights Reserved.

Get Your Copy Today

Available for instant access as a digital flipbook, and PDF download!

Inside you'll discover a Faithful Guide to Building Wealth and Maximizing Returns for those in the Healthcare Profession

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Powered by KARTRA

{:lang_general_banner_cookie_disclaimer}
{:lang_general_banner_cookie_privacy} {:lang_general_banner_cookie_cookie}