Mark Phillips | Modern Woodmen Financial Representative

Mark Phillips

FIC, LUTCF
Photograph of Mark Phillips

Mark Phillips

FIC, LUTCF

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Mark Phillips

At work

At work

Why I do what I do

Why I do what I do

I'm committed to service and giving back time, wealth and resources to my community. I get to educate people and help members create solutions to achieve their hopes, dreams and aspirations. I use the best tools and resources available. I can help you build a comprehensive financial plan to outline your future and mitigate speed bumps along the way. I leave people in a better position than when first I met them.

I serve members in…

Wisconsin, including Lake Country, Hales Corners, Muskego, Milwaukee and East Troy. Additionally, I can extend services to Arkansas, Arizona, Florida, Illinois, Massachusetts, Maryland, Minnesota, Montana, North Carolina, Ohio, South Carolina and Tennessee.

I enjoy working with…

individuals approaching retirement, small-business owners and families. I specialize in retirement strategies -- for both individuals in the accumulation phase and for those entering their retirement years. I can also help transfer assets in a tax-efficient manner to create a legacy.

I am very proud of…

qualifying for the Million Dollar Round Table, a premier association for financial professionals, for the last seven years. During this time, I also earned a spot each year in Modern Woodmen's President's Cabinet, ranking among the top 25 representatives.

Before Modern Woodmen, I…

worked for a local sheet metal shop, where I built and installed commercial kitchen equipment. The experience helped me understand the financial planning needs of small businesses and their owners.

I chose Modern Woodmen because…

I'm a big believer in tithing and have been blessed to work with an organization that shares the same principles and values of giving back.

The best part of my career is…

helping my members achieve their financial goals. Whether it's planning for retirement or creating a legacy for their family, I feel good seeing the impact planning makes in members' lives and the lives of those they love.

A favorite moment in my career was when…

I understood the importance of the plans I help design. I delivered my first death claim to a young mom who lost her husband -- her children's father and the family's main source of income. We'd previously had the conversation about "What if?" The moment I saw her and told her it was going to be OK, I knew I made an impact.

“I serve members throughout Wisconsin, including Lake Country, Hales Corners, Muskego, Milwaukee, and East Troy. Additionally, I extend my services to several other states!”

At home

At home

My life outside of work

My family includes…

Holi, my wonderful partner, our darling daughter, Madelyn, and Holi's energetic children Jake and Emma. In our bustling home, we also have two dogs, two cats, six chickens, a variety of fish species, and two majestic wild bald eagles.

In my free time, you can find me…

spending time with my family, working out at the gym, working on a car, working on my hobby farm, or sending good into the world.

My greatest blessing is…

my faith. We should live every day like it's our last. We can do all things through Christ!

My personal motto is…

Life isn't happening to you; it's happening for you. There are two ways to look at life: "It is what it is," or "It is what you make it."

In the community

In the community

My local community impact

I’m a member of…

the Delafield Chamber of Commerce, Wales Business Group and Mukwonago Chamber of Commerce.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

youth educational programs, Matching Fund projects to support local community organizations, and fraternal benefits for our members.

My favorite memory from a fraternal event is…

when my chapter did a Matching Funds project, Phillips Car and Bike Show, for a baby boy with hypoplastic left heart syndrome (HLHS). We raised $7,500 for his medical bills. It was a fun-filled day looking at fantastic cars and bikes with our members.

Also…

Another favorite memory was when my chapter donated a ride on a firetruck to a young boy with congenital heart disease. The Northshore Fire Department picked him up outside his school and took him back to the station for a tour and dinner. There was even room for his two little brothers to ride along, and the firefighters sounded the sirens. Their smiles were amazing!

Featured story

Featured Story Image

United for a Cause: Over $5,000 raised to support Felix’s fight against leukemia

We hosted our second annual Phillips Charity Car and Bike Show in August, and it was a huge success! This year, all proceeds went to support Felix, a brave 4-year-old boy battling leukemia. We raised over $5,000 to help cover his medical bills. The event featured more than 20 cars and bikes on display. We had generous raffle basket donations from local sports teams and businesses, including the Milwaukee Brewers, Milwaukee Admirals, Milwaukee Wave, Green Bay Packers, Lake Country DockHounds, Wisconsin Timber Rattlers, and many more! We also spoke with Felix’s dad, who expressed deep gratitude. It's been a tough road, but Felix’s family is focused on keeping up his spirits. We were happy to help ease their financial burden, because it’s all about Felix!

Current insights

Have you determined your summer spending plan? As summer approaches, so do summer travel plans. If you’re planning a vacation, creating a spending plan can help you feel prepared for costs like beach visits, souvenirs, and all the fun things in-between. Ready to create yours? I can help!

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Are finances causing stress? When your finances seem out of control, it can cause anxiety. But together, we can take back control. We'll review your current finances and build a plan to get you back on track. Let’s talk.

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You should be working WITH time, not against it! ⏳ Not sure what I mean? Let me give you an example! One of my client came to me young, seeking financial advice. With his current income, I started him on a Roth IRA at $50 per month. He had just graduated college and had his first "big kid" job. As the account grew, so did he! Over the years, he has been receiving promotions and raises. You could say he was "climbing his way up the corporate ladder." 🪜😉 So we upped his contributions to $150 per month. With this increase, his retirement account is growing faster than ever! Now, he is starting a family of his own. And you guessed it... his retirement account growing with him (& his family!) It's so important to start saving early for retirement. Make sure time is on your side! You don't have to make big contributions at first. Increase it over time! Haven't started yet? Let's start today! Message me or call us at (414)-235-8806! At what age did you start saving for retirement? -------------- First time seeing me? Hi! My name is Mark Phillips and I've been proudly serving families, individuals, and businesses for 15 years! Want to learn more? Message me! #Finance #Retirement #WealthManagement

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Today, we’re excited to highlight two amazing local small businesses: Forbidden Sweets and Iconic Hair! Forbidden Sweets creates chocolate-covered Rice Krispy treats for every occasion. Each treat is hand-cut, dipped in confectionery chocolate, and hand-decorated for that perfect, detailed touch. (Bonus: they're gluten-free too!) This month, they’re offering a special deal just for YOU—get 20% off any order of $25 or more! Use code MW20 when ordering online, via email, or by phone. They can ship these delicious treats anywhere in the U.S.! https://forbiddensweets.com/ Iconic Hair is owned by local stylist Laura Goebel, located in Brookfield, WI. Laura has been in the industry for over 20 years and is Aveda-trained! With the weather warming up, now is the perfect time to freshen up your look. Book with her TODAY at (414)-380-5047! Happy Small Business Month! This month, we'll be shouting out local businesses and sharing tips for business owners. What's your favorite small business? Tag them below!👇🏻

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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