What does Phipps Lane, LLC do?
We offer investment education and optimal investment behavior through the Investor Coach Experience. This may include, but is not limited to: discovering your true purpose for money, investment analysis, professional money management, asset protection, tax reduction, insurance analysis, estate planning, pensions, retirement cash flow, capital needs analysis, business succession planning, charitable giving, and general financial matters. Through our coaching you should then be able to comfortably and confidently answer the 20 Must Answer Questions.
