Important Documents

2021 Fee Schedule

Form ADV Part 2A

Form ADV Part 2B

Contact

Office: 202-681-1161

Office: 202-550-4107

210 7th Street Southeast

Suite 202

Washington, DC 20003

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment Advisory Services and Financial Planning Services offered by William Phillips are performed through Phillips Financial Strategies, a Registered Investment Advisor in DC, LA, MD, TX and VA. William Phillips also holds insurance licenses in DC, MD, LA, VA, PA, FL, HI, NY and NC.

Securities offered through Cambridge Investment Research, Inc, member FINRA/SIPC, by William A. Phillips, who is licensed as a Registered Representative with Cambridge Investment Research, Inc, to sell securities in: CA, CO, CT, DC, DE, FL, HI, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TN, TX, UT, VA, VT, WA. Phillips Financial Strategies and Cambridge are not affiliated.

Research William Phillips’ background and experience at http://www.finra.org/brokercheck

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