Comprehensive Estate Planning and Safe Money Investment Strategies

ABOUT US

With headquarters in Gilbert, Arizona (Phoenix Metro), Estate Planning Specialists and its managing firm, Phillips Financial Services, LLC have clients in every state of the union with the overall goal of KEEPING YOUR WEALTH IN THE FAMILY while enjoying life to its fullest.

Phillips Financial Services had its actual beginning in 1972, when founder David Phillips first entered the world of finance. After receiving multiple recommendations from financial newsletter authors such as Mark Skousen, Richard Band, Adrian Day, Terry Savage, Tony Sagami, Dr. David Eifrig and Robert Carlson, the firm grew at an accelerated pace, requiring proper licensing in each state. It soon became evident that the majority of the newsletter subscribers were in dire need of estate planning guidance, so Estate Planning Specialists was established in 1988 to assist clients in maximizing their financial legacies.

Through the years, the firm has refined the planning process with their lauded proprietary Estate Planning Solutions Suite. In addition, they have added to their services the focus of providing “safe money” investments and income solutions so market turmoil and potential long term medical situations do not play a factor into shrinking one’s legacy.

David T. Phillips, Founder and CEO

David has been a highly recognized consumer advocate for life insurance, annuities and estate planning for over 44 years. He is the author of the bestselling books – Estate Planning Made Easy (fourth edition), The 10 Most Common Estate Planning Mistakes and How to Avoid Them, The IRA Required Minimum Distribution Leverage Strategy and his most recent bestseller, The Family Bank Strategy. David has been a featured speaker at a multitude of investment conferences and a frequent guest on national television including: CNN, Fox News, CNBC, Money Talks and Bloomberg.

David graduated from Brigham Young University. He is an active member of his church and coached the ASU Water Ski Team from 1994 – 2006, winning the National Championship in 2001. David and his wife Jane have been married for 44 years and have four children and nine grandchildren.

D. Todd Phillips, President

Todd is the President of both Estate Planning Specialists and Phillips Financial Services, LLC. Todd has been helping clients across the country with safe money investment alternatives for over 20 years. He is the recommended resource for annuities by financial experts: Dr. David Eifrig (Retirement Millionaire), Mark Skousen (Forecasts & Strategies), Tony Sagami (Rational Bear) and Robert Carlson (Retirement Watch).

Todd’s primary responsibilities are monitoring and analyzing the vast sea of investment products and determining which plans are best suited for our clientele. Todd authored the book The Future of Retirement Savings. He has also written for several periodicals including Boomers Market Advisors, Retirement Watch, Retirement Millionaire, and Physician’s Money Digest. Todd graduated from Arizona State University and was a four time All-American collegiate water skier. He is an active member of his church and a boy scout leader, being an Eagle Scout himself. Todd and his wife Camille enjoy coaching their five daughters in soccer.

Services We Provide Our National Clientele

• Wealth Assessment
• Capital Needs Assessment
• Safe Money Investment Strategies
• Investment Portfolio Analysis
• IRA Legacy Planning
• Long Term Medical Care Alternatives
• Wealth Creation Strategies
• Tax-Free Wealth Accumulation Strategies
• Family Bank Creation
• Premium Finance
• Estate Planning

‣ Proprietary Estate Planning Solutions Suite
‣ Proprietary Estate Analysis
‣ Legal Documentation Review and Preparation (Trusts)
‣ Wealth Preservation
‣ Family Dynasty Planning

Products We Provide Our National Clientele

• Family Bank Life Insurance
• Wealth Creation Life Insurance
• Term Life Insurance
• Annuities

‣ Immediate (SPIA)
‣ Deferred Income (DIA)
‣ Fixed Rate Multi-Year Guaranteed (MYGA)
‣ Indexed (FIA)
‣ Variable (VA)
‣ Income Hybrids and Riders

• Long Term Care

‣ Traditional Stand-Alone
‣ LTC Annuities
‣ Hybrid Life/LTC Combo

• Securities - Mutual Funds, Stocks, Bonds
• Direct Investments – REITs, MLPs, BDCs

What our clients and experts are saying

“I was able to increase my Tax-Free Wealth Creation Life Insurance ten times without any additional outlay with David’s help. Todd then helped me secure growth without risk through his Safe Money investment recommendations. Even though their central offices are in Arizona, 5,000 miles away, they have always been available to take care of my needs.”

Dr. Richard. H. East Williston, New York

“Over the past 35 years I worked with a number of professionals to assist me in my financial activities. The Phillips’ have proven to be the most responsive and capable men I have had the pleasure to work with. Their knowledge of estate planning and wealth protection is exceptional, and they have taken the necessary time to really understand my own personal financial needs and goals.”

Dan S., Surprise, Arizona

“I want to thank your team for helping me close out two important goals for the year. We appreciate the extra effort you applied to achieve positive outcomes that will benefit our family for years to come.”

Paul & Patricia C., New Orleans, Louisiana

“I give Estate Planning Specialists an unquestionable endorsement of integrity and practical wisdom for all your financial and estate planning needs. They offer a rare balance of care and expertise without pressure.”

Dr. Mark Skousen, Forecasts & Strategies

“Estate Planning Specialists is always on top of the leading strategic trends. They provide tactics that will increase your wealth and slash your taxes and expenses. I recommend them without hesitation.”

Robert Carlson, Retirement Watch

“After three decades in the financial service industry, you build a Rolodex of the best, brightest (and nicest) people in the business. When it comes to estate planning and safe money investments, there is nobody better than David and Todd Phillips.”

Tony Sagami, Rational Bear

OUR Financial and Estate Planning Process

We follow a step-by-step combined process to ensure that all of your safe money financial and estate planning needs are met. It’s an ongoing progression involving a regular annual review of your state of affairs and goals, making any adjustments necessary to get you closer to your ultimate objectives.

Identify Goals & Priorities

Gather Data

Analyze Information

Propose Solutions

Implement

Provide Service & Update

Helping You Live Well and Create a Powerful, Productive Posterity

epmez.com | 888-892-1102
480-899-1102

2200 East Williams Field Road, Suite 200
Gilbert, AZ 85295