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

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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