YOUR FAITHFUL GUIDES TO BUILDING WEALTH AND MAXIMIZING RETURNS
For Business Owners, Healthcare Professionals and their Families
GET YOUR COMPLIMENTARY COPY OF FOUNDER
PAUL HARRIS' LATEST BOOK
If you are a healthcare professional or small business owner striving to intertwine your financial goals with your faith and seeking to forge a legacy that honors both, this book unveils strategies specifically crafted for you:
Help safeguard your income and assets from excessive taxation, applying Paul's 'Kingdom Wealth Principles' approach tailored for healthcare professionals
Efficiently eliminate personal debt, including credit cards, car loans, student loans, and mortgages, using methods that don't require additional spending
Stay informed about the latest strategies for protecting your hard-earned wealth in the ever-evolving financial landscape
Develop a more secure and tax-advantaged income for your retirement years, designed to ensure peace of mind and financial freedom
W E L C O M E
Ph Financial Advisors where the chemistry is just right is a boutique wealth management firm that specializes in helping business owners, healthcare professionals and their families pursue their financial goals and make the most of their earnings.
We're committed to guiding our clients towards a future they can approach with confidence and excitement. Our mission is to empower you – whether you’re a healthcare professional, a small business owner, or an individual passionate about securing a stable financial future. We specialize in helping you make informed, strategic financial decisions that are crucial for your long-term well-being and peace of mind.
Our unique model blends the rigor of science with the art of visual simplicity. It's built on a foundation of protection, savings, and growth, unlocking your full financial potential. Understanding the dynamics of your finances under various circumstances is key. We provide the tools and expertise to simplify your financial life, making it easier to navigate the complexities of personal and business finance.
Every step in our process is about creating the right chemistry — a balance that aligns your financial goals with your lifestyle and values. This 'perfect chemistry' approach ensures that every financial strategy we develop is tailored uniquely to you, providing a clear path towards a secure and fulfilling financial future.
We’re here not just to advise, but to simplify, clarify, and empower you to align your plan with your principles. Let us guide you through the intricacies of financial planning, ensuring every decision you make is a step towards achieving your dreams and aspirations.
Paul A. Harris
Author and Founder
of Ph Financial Advisors
O U R P H I L O S O P H Y
At Ph Financial Advisors, we empower you with strategies that are both financially astute and scripturally aligned preparing you to deftly navigate the evolving complexities of today's world.
NAVIGATING THE EVER-CHANGING COMPLEXITIES OF OUR WORLD
In our rapidly evolving world, staying ahead in your financial journey is more challenging than ever. With a multitude of financial decisions at every turn, discerning the right choices can be overwhelming. The influx of information, coupled with limited time for research, often leads to financial inertia. Our approach simplifies these complexities, offering intuitive and effective financial models that adapt to these constant changes.
ADAPTING TO THE EVER-EVOLVING TAX LANDSCAPE
The landscape of tax laws is in a perpetual state of flux, adding layers of complexity to your financial planning. Navigating through these intricate tax regulations requires a strategy that's both agile and informed. We do not provide tax services. However, we will provide you with recommended strategies for you to share with your tax professional. These strategies aim to streamline your tax planning, reducing your lifetime tax burden while simplifying your financial life.
MANAGING STOCK MARKET VOLATILITY AND RISK
The stock market is a terrain of peaks and valleys, often unpredictable and always in flux. This volatility can become a significant concern, especially when your need for funds coincides with a market downturn. While timing the market is an uncertain endeavor, our approach focuses on optimizing the 'flow of money', aiming for high rewards while mitigating risks.
CUTTING THROUGH THE NOISE OF FINANCIAL MEDIA
In today’s digital age, misinformation about financial products and strategies is rampant across various media. Sifting through this barrage of information to find what truly aligns with your financial goals can be daunting. We cut through the noise, evaluating the myriad of strategies and products on the market. Our goal is to guide you in choosing the options that best suit your unique needs, desires, and objectives, steering clear of those that might jeopardize your wealth and protection goals.
WHAT TO EXPECT
Our approach goes beyond numbers; it's about aligning your financial goals with your deepest values and aspirations. Discover a path that not only strives for wealth and security but also resonates with the integrity of your calling.
Let's embark on this journey together, where every financial decision is a step towards a legacy that honors both your profession and your faith.
Curious about how we can transform your financial future?
WHO WE ARE
Meet the heart and soul behind Ph Financial Advisors – where faith, finance, and your future intersect. Our 'Who We Are' page isn't just about us; it's a window into a world where every financial decision is anchored in deep-rooted values and a commitment to your well-being.
We invite you to discover our story, understand our mission, and see how our dedicated approach aligns with your unique needs. Click to explore 'Who We Are' and learn how together, we can create a financial journey that resonates with purpose, integrity, and wisdom.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor 130 Springside Drive, Suite 300
Akron, Ohio 44333-2431
1-800-765-5201 Ph Financial Advisors is a separate entity from
Valmark Securities, Inc. and Valmark Advisers, Inc.
Ph Financial Advisors
4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076
(239) 939 5131
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