Philip Watson (CFP®, MS, RLP)
Philip Watson focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
Philip M. Watson, CFP™, RLP™, M.S. is an independent, Fee-Only, financial advisor, a Registered Life Planner with the Kinder Institute of Life Planning, a member of the National Association of Tax Professionals and a registered member of NAPFA- the National Association of Personal Financial Advisors.
Additional Information
To schedule a complimentary meeting or a call to learn more about what we do, please click through the following link.
NAPFA Start Date
July 01, 2005