As a wealth management advisor in Williamsburg, I specialize in helping clients prepare for and transition into retirement. I makes complicated information easy to understand. My aim is for my clients to enjoy retirement and meet their legacy goals without worrying about income.

In an industry filled with jargon, imagine having a team that listens to you and meets you where you are now, speaks a language you understand and works at your speed to develop a financial strategy that works for you and the people you love most.

My partner, Tracy Shackelford, and I provide a comprehensive, values-based financial planning process.

Getting to Retirement is No Longer the End Goal - It's a New Starting Point.

Living in retirement and spending the assets you have accumulated can be more complex than simply saving for retirement.

Our planning process is ongoing and combines a needs-based approach with statistical modeling that's designed to address a variety of possibilities that can impact your situation. Ultimately, we help deliver solid, balanced solutions for a more financially secure retirement.

Please contact us if you'd like to learn more about how we partner with our clients.

Harold H Philipsen, CFP®, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck