Everwise Investment Services
Phillip Hogan
Meet one of Everwise Investment Services' knowledgeable financial investment representatives.
7607 E. US Highway 36
Avon, IN 46123
I’ll work with you to identify your goals for the future, and help you develop a plan to work toward them. Whether your aim is to retire more comfortably, maintain your assets and financial future, or fund your children’s education, we’ll work together to get you on track. I’ll monitor your progress and meet with you regularly to make any necessary adjustments. No matter what your goal is, I have access to the financial products to get you to where you want to be.
Professional Qualifications
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- Check Phillip’s background on FINRA’s BrokerCheck
Professional Services
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise Credit Union or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.