Financial Planning tailored specifically around your goals, dreams, and peace of mind.
let's start your wealth building for the future with a long term strategy that produces present day peace of mind
1
analyze
I listen as you explain your needs, dreams and fears. Then together we design a plan that shows you how we can help you reach your financial goals.
2
implement
We work together to implement the plan. Then our financial planning tools will keep you updated on where you stand and allow us to adapt the plan as life happens.
3
guidance
I'm here for you whenever you need. Call at any time, for any reason. Buying a new car? Ask for my advice. Been offered a new job? Let's talk.
Book a time to discuss your financial goals with a wealth manager to see which financial planning package is right for you
"retirement investing 101" - available on amazon
I took the lessons I learned over the years about how to invest for financial freedom (also known as Retirement) and put it into a book, "Retirement Investing 101: A step by step process for building and managing a retirement portfolio".
about phillip
Phillip is currently the Chief Investment Officer of Stone Hill Wealth Management, a registered
investment advisory firm, the author of “Retirement Investing 101”, and host of the weekly
business and investment podcast “Wealth-building Made Simple” with Phillip Washington Jr.
Phillip is a proud Texan born and raised, married to the best co creator he could ask for, and is
Father of two amazing and wonderful young creators.
check out my podcast
Get the latest insights on all things investing, retirement and living your best life.
Financial Planning Process
stress test your portfolio
We will test your portfolio with 1,000 different market scenarios. This analysis takes into account your goals, income and expenses, fees and taxes, Social Security, and current holdings to determine your chances of making it through retirement.
We don't sell products
Get objective advice from someone who is not incentivized by selling products that only pay out high commissions. I'm a fee only advisor that is looking out for your best interest at all times.
get a personalized plan
Get a financial plan that is designed to grow and adapt as your wealth is building. As your needs and desires change, so does your plan to stay ahead of market changes to meet your retirement goals.
Book a time to discuss your financial goals with a wealth manager to see which financial planning package is right for you
Get started today by requesting a no cost consultation and start planning the retirement you've always dreamed of, but have yet to obtain.
We know that planning for your financial future can feel overwhelming, but we're here to help. To get started, we've created a fillable PDF that you can download and use to organize your thoughts and financial information. This form will help us get a better understanding of your financial situation and goals, so we can provide the best possible advice.
Have questions? Email me: info@stonehillwm.com
2550 Pacific Ave. Suite 700 Dallas, TX 75226