Tyrone Phillippi (CeFT®, CFP®)

Tyrone Phillippi focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Our ongoing investment management includes quarterly reports and meetings for our clients.  This includes access to view the entire portfolio - updated daily and available via secure website.

  • We analyze our clients financial foundation to identify gaps that exist and help formulate an action plan to close any gaps.  In addition, we revisit different areas of the foundation each quarter to ensure that planning gaps are not resurfacing.

  • We believe in helping our small business owners plan in advance on how to exit their business while preserving their wealth.  Our processes will help clients better understand how to create diversification while heading towards retirement.

  • We are Sudden Money experts that help our life transition clients successfully navigate these anxious times.  By providing a safe place, we encourage a proactive timeout that addresses the issues that are critical while delaying the ones that are not.  Our relationship driven process will help you understand the complex and help you gain confidence as you transition to your new normal.

 

Additional Information

Having a personal passion for leadership, Mr. Phillippi has served as President and Chairman of the Financial Planning Association (FPA) of Dayton.  His drive for continuous improvement is exemplified through the training of FPA chapter leaders across the nation.  He is also a member of NAPFA (National Association of Personal Financial Advisors) and The Sudden Money Institute.

Ty has over 17 years experience in the field of financial planning. He joined the management staff of LifePlan Financial Group, Inc., as a financial planner in 1994. He currently functions as the President, and oversees the firm`s operations, compliance and technology.

Originally from Dayton, Ohio, he received his Bachelor of Science degree in financial services from Wright State University in 1992. He received his Certified Financial Planner™ designation in 1996.

Ty lives in Springboro, Ohio, with his wife, Stephanie, and his three children Evan, Morgan & Colton.

NAPFA Start Date

August 28, 2007

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This Office

10050 Innovation Dr Ste 140 Miamisburg, OH 45342-4932 Phone: (937) 438-8000 Fax: (937) 438-5885