2200 East Williams Field Road, Suite 200
Gilbert, AZ 85295
888-892-1102
Email: info@epmez.com
Website: www.epmez.com

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About Estate Planning Specialists LLC.

With headquarters in Gilbert, Arizona (Phoenix Metro), Estate Planning Specialists and its managing firm, Phillips Financial Services, LLC has clients in every state of the union with the overall goal of KEEPING YOUR WEALTH IN THE FAMILY while enjoying life to its fullest.

Phillips Financial Services had its actual beginning in 1972 when founder David Phillips first entered the world of finance. After receiving multiple recommendations from financial newsletter authors such as Mark Skousen, Richard Band, Adrian Day, Terry Savage, Tony Sagami, Dr. David Eifrig, Robert Carlson and Weiss Research, the firm grew at an accelerated pace, requiring proper licensing in each state. It soon became evident that the majority of the newsletter subscribers were in dire need of estate planning guidance, so Estate Planning Specialists was established in 1988 to assist clients in maximizing their financial legacies.

Through the years, the firm has refined the planning process with their lauded proprietary Estate Planning Solutions Suite. In addition, they have added to their services the focus of providing “safe money” investments and income solutions so market turmoil and potential long-term medical situations do not play a factor into shrinking one’s legacy.

Estate Planning Specialists LLC.'s Videos

David T. Phillips, CEO of Estate Planning Specialists, will not only expose the 10 most common estate planning mistakes, but he will also explain the ways you can avoid them. Mr. Phillips will also reveal the proposed estate and gift tax changes that are pending with Joe Biden as president.
Did you know with the passage of the SECURE Act on January 1, 2020, your IRA/401k, etc. will be slashed to pieces? Estate planning expert, David T. Phillips, will not only explain the new retirement rules of engagement, he will disclose the strategies you can implement to restore what Congress just took away. If you have an IRA, you must attend this workshop! All attendees will receive a complimentary copy of Mr. Phillips' new exclusive Special Report, The Bombshell Battle Plan, How to Defend Against the IRS' Secret Weapon - Post 2020 SECURE Act.
Did you know with the passage of The SECURE Act on January 1, 2020, your IRA/401k will be slashed into pieces? Estate Planner, David T. Phillips will not only explain the new retirement rules of engagement he will disclose the strategies you can implement to restore what Congress just took away. If you have an IRA you must attend this workshop!