Back to Search
Allan Phillips, RLP®


E|Financial Alliance
106 Mission Ct
Suite 703
Franklin, TN 37067
United States
Phone: 6152367030
Email: allan@efinancialalliance.com
Website: https://www.efinancialalliance.com/
Training: Active Registered Life Planner® more info

Specialties
Wealth building, tax planning, insurance

About Allan Phillips
I began in the insurance industry and transitioned to Independent RIA to serve clients the way I thought best. I work primarily with physicians and business owners in the middle of their careers. I love writing and performing music!

Ideal Clients
Mid-career professionals, business owners

Qualifications
CERTIFIED FINANCIAL PLANNER(TM)

Compensation
Fee-only, AUM, Subscription

Industry Start Date
2004