Phillip Smith
Financial Planner at PBC Insurance: Life & Financial Services | Cetera Advisor Networks LLC
- Role
- Financial Planner at Tidepool Wealth Strategies
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Phillip Smith
Assisting with short- and long-term financial goals, I strive to help clients visualize (and realize) their #retirement. Through a consultative, goals-oriented process intended to foster an environment of financial confidence, I assist clients with constructing personalized investment portfolios intended to help achieve both individual needs and financial objectives. Serving in the roles of fiduciary (pursuant to Section 3(21) of ERISA) and plan sponsor advocate, I help plan sponsors/trustees/administrators with the implementation, monitoring and review of retirement plans, including: comparison & analysis of service providers, and investment analysis, review & recommendations. Furthermore, I serve as a participant advocate, promoting and sharing plan, investment, financial, and retirement readiness education. My Service Commitment: As your plan’s advisor, I am your advocate, and an extension of your company. I focus on small and mid-market companies that need customization & a personal touch. As a dedicated partner, I seek to maintain a high level of plan participation and employee satisfaction. This helps enable the acquisition and retention of engaged, highly qualified employees. Leveraging the resources of FI360 and Morningstar, I support plan sponsors & participants with a comprehensive retirement plan solution: facilitating participant engagement & education, while providing plan sponsors with fee benchmarking, investment analysis, fiduciary support & education, and ERISA guidance. 450 Country Club Road | Suite 330 | Eugene, OR 97401 *Securities and advisory services are offered through Cetera Advisor Network LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Experience
Financial Planner
Jun 2017 — Present · Eugene, OR, US
Financial & Retirement Advisory Services- Assisting with both short- and long-term financial goals, I strive to help clients visualize (and realize) their #retirement. Through a consultative, goals-oriented process intended to foster an environment of financial confidence, I assist clients with constructing personalized, long-term portfolios meant to help achieve individual needs and financial objectives-Regular review of goals & objectives -Risk tolerance analysis -Performance reporting & review -Asset allocation analysis & review -Tax and cost basis reporting -Investment recommendations for company retirement plans -Insurance Planning -Education Planning and Funding -Retirement Needs Analysis -Income distribution strategy development -Chartered Retirement Planning Counselor® designee Employer-Sponsored Retirement Plan Services- Serving as a #fiduciary (pursuant to Section 3(21) of ERISA) and plan sponsor advocate, I assist plan sponsors and benefit administrators with the implementation, monitoring, and review of retirement plans, including 401(k), 403(b), SEP and SIMPLE IRAs. Support Services-Participant enrollment & education -Plan investment review & recommendations -Plan and services fee benchmarking -Plan design review & guidance -Plan compliance and fiduciary support -RPAG fee/services benchmarking and investment analysis tools -Accredited Investment Fiduciary® designee
Education
University of Oregon
Bachelor of Arts (B.A.), English Language and Literature/Letters
2013 — 2015
Cape Fear Community College
Associate of Arts (AA), English Language and Literature/Letters
2010 — 2012
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