Meadville Office: 814-337-6937
215 Chestnut Street
Meadville, PA 16335
bjphillips@wradvisors.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I strive to help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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