Scott Phillips

About Scott Phillips

Scott is a Financial Advisor with expertise in working with Executives, with a strong…

Experience

1. Founder & CEO, Untaxable Wealth Strategist

   S. Phillips And Associates

   Apr 1994 — Present

   WHAT WE DO:We help high-income business owners, executives, and professionals to turn their biggest lifetime expense. taxes. into wealth, accelerating their ability to arrive at their ideal financial future on their own terms. HOW WE DO IT:We do this by implementing The Untaxable Wealth Transformation Process that will reduce, recapture and eliminate taxes either now or in the future Our solutions focus on the current year and long-range approach to building Wealth. We help you: By implementing a transformational approach to building wealth that first centers on how to reduce, recapture and eliminate the largest expense in your life… your tax liability Turning your Tax Liability into a wealth-building asset for you. Positioning you to become untaxable and have an untaxable lifestyle. Helping you build more long-term wealth allowing for greater freedom in your golden years while creating more opportunities to provide for heirs or causes close to your heart. WHAT MAKES US DIFFERENT:The way you build wealth today has shifted over the last 10 to 15 years, and most business owners have not adjusted for this as they aren\'t sure how. Especially when they still are advised to use outdated wealth-building strategies that may no longer work. This is why as an Untaxable Strategist I become the bridge between your CPA (an accountant) and your CFP® (a financial advisor/planner) with wealth-building strategies and tactics focused on reducing, eliminating, and recapturing the maximum amount of your tax liability for creating untaxable wealth. Want to learn more about how we can work together shoot me a direct message through LinkedIn or use the contact info below: https://untaxablecall.com/scottWeb: https://sphillipsandassociates.comTo watch my webinar “The 7 Threats To Your Wealth & Why Becoming Untaxable Is Essential In 2023.” Go to: https://untaxablewebinar.com/scottTax Free Income | Untaxable Lifestyle | Untaxable Wealth

Education

• Virginia Commonwealth University

  Business Administration and Management, General

• Life Underwriter Training Council and The National Association of Life Underwriters

  Series 65 Fiduciary Investment Adviser

  2009

• Life Underwriter Training Council and The National Association of Life Underwriters

  LUTCF

  1992 — 1995