Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
 
Patricia Smith Phillips

Patricia Smith Phillips

 

Patricia Phillips, CLU®

Senior Financial Representative

 

Professional:

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Education:

Degree

Major

Institution

Bachelor of Arts

Education

Washington State University

 

Areas of Expertise:

Life Insurance Planning

Many people realize that they need life insurance. And, many people have opinions about what type of life insurance they prefer. I regularly help people determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. A well-constructed life insurance policy can be a valuable part of your overall financial security plan. I will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your particular situation.

 

My Mission:

As a Northwestern Mutual financial representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 

Joseph M Anderson, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Anderson Financial Group

 

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