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Who's right for you.

John S. Philips, CFP®, CFA, CMB

Clear Point LLC

200 Santa Clara Dr
Richmond, VA 23229
Phone: (804) 741-5395

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth

 

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