Phil Gozlan is an independent insurance and financial advisor providing unique strategies to manage wealth and financial protection. Phil has built a solid reputation of providing honest dependable service in various areas of business. Applying his knowledge and experience to the insurance and financial industry, he has afforded great benefits and comfort to his personal and business clients. Phil provides free personal consultations and group informational seminars to learn more about many insurance and financial topics.

As part of his professional services, he will meet with you to discuss your objectives, review your current situation and ask a lot of questions to identify the gaps and needs you may have. Along with your personal wishes and requirements, a financial review is conducted to provide you with a customized recommendation. Phil also will work closely with your accountant, lawyer or advisor, when needed, where recommendations and views are shared. Typically,  a collective approach is taken considering all opinions to provide you with the best solution.

Phil also works with a selected team of dedicated professionals to provide you with more choices and more informed decisions to meet your financial and insurance needs.

In cases where there is a need to seek additional professional opinion, particularly if your estate involves significant assets of high net worth or complex issues, Phil’s team of professionals, specializing in a variety of disciplines, is available to ensure you have access to all the areas of expertise you need. Financial and Estate, Personal or Business planning can involve a multidisciplinary approach. This network of specialized individuals in the industry can provide the superior service you require in Trusts, Tax and Estate Planning, Financial Reviews, Accounting, Debt Consolidation and Legal needs.

The ultimate goal  is to identify the important issues, collect the correct information and provide an accurate analysis of the situation for the most appropriate recommendations for you and your family.

Setting up a free consultation will begin the process of creating a customized plan for appropriate insurance and financial planning.