Philip Detlefs, Investment Adviser Representative
Philip Detlefs is an Investment Adviser Representative with Investment Management Group in Jacksonville, Fla. He joined the independent, family-owned firm in 2001. Philip has passed the Series 7, 63 and 66 securities exams and is a licensed insurance professional. He takes a comprehensive approach to wealth management. He received his bachelor's degree in finance and marketing from Florida State University. He is married and has three children, Olivia, Harry and Hutch.
Phone: 877.731.9955 E-mail: info@plansmart.net www.imgplansmart.com
Latest articles by Philip Detlefs, Investment Adviser Representative
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3 Key Goals for Building a Retirement Income Plan
retirement Building a secure income plan — including an investing strategy and a withdrawal strategy — is easier if you identify your main objectives first.
By Philip Detlefs, Investment Adviser Representative Published
retirement -
What You Don’t Know About Risk Could Disrupt Your Retirement
Financial Planning There comes a point when assuming additional risk doesn’t mean additional benefits.
By Philip Detlefs, Investment Adviser Representative Published
Financial Planning