Torchlight Financial Group: We are committed to helping clients achieve success through clarity of financial goals.
Torchlight Financial Group was founded to help clients achieve their financial independence. This means that we want our clients to be free to live their lives with less financial worry. When we focus on helping clients grow and preserve their assets, we position our clients to reach their goals and objectives.
Teamwork, Focus and Passion are what each advisor at Torchlight Financial Group applies to every client relationship.
Torchlight Advisors are committed to educating individuals, families, and small businesses about money. Through education, transparency, and the implementation of a guided investment framework, we can help clients achieve their goals. Torchlight Financial Group is committed to helping clients achieve financial clarity.
Series 6, 63, 65, 26
Phil graduated from the University of Missouri with a Bachelor of Science in Business and then earned his MBA in Finance. He then spent the next 16 years working in management in the industrial coatings industry. In 2000, Phil opened his financial services practice and is now enjoying his 21st year in business. Phil’s mission is focused on getting to know and understand his clients’ needs, wants and long-term goals. His passion is to help clients develop and implement an investment plan that is designed to address their individual situation. All Phil’s energy, commitment and efforts are focused on the individual and family to ensure their satisfaction.
Series 6, 63, 65, 26
Phil graduated from the University of Missouri with a Bachelor of Science in Business and then earned his MBA in Finance. Phil spent the next 16 years working in management and regional management in the industrial coatings industry. Phil opened his financial services practice in 2000 and is now enjoying his 21st year in business. Phil’s mission is focused on getting to know and understand his clients’ needs, wants and long-term goals. His passion is to help clients develop and implement an investment plan that is designed to address their individual situation. All his energy, commitment and efforts are focused on the individual and family to ensure their satisfaction.
Our Core Beliefs
Developing trust is a critical first step in building client relationships. At Torchlight Financial Group, we want each of our clients to feel confident that they are in control and have the information they need to make informed decisions about how and where their money is invested.
At Torchlight Financial Group, we practice what we teach. The principles, tools, and strategies we use with our clients are the same as we use for our personal finances.
Each advisor at Torchlight will always respect your intentions and your decisions. We will educate you and help you make informed decisions.
Good communication is paramount. Your advisor will listen carefully to your goals, your passions, your dreams. This will allow your advisor to formulate a strategy that is designed for you. We are committed to your financial education. We will teach you what we are learning so you can make informed decisions about your financial options.
We believe in transparent disclosure of the fees associated with your investments. Advisor compensation, along with any other expenses to be incurred by you, will be clearly explained in advance of any commitment on your part.
Each advisor at Torchlight Financial Group will be a valued financial information resource to you. Your advisor will be available to meet with you to review your investments when needed. You will set the frequency of our visits at a level that is right for you. Your advisor is only a phone call away whenever you would like to discuss your investment plan.
We provide the education for families to make the right decisions to achieve financial freedom.
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The individuals identified as Torchlight Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
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