“What’s the point of life insurance if I can’t use it?” This was a question a client asked me recently while discussing life insurance options for his family. It’s a completely fair question to ask! Life insurance can be confusing if you’ve never done a deep dive into it. (and let’s face it, who really has??) Life insurance isn’t for you, it’s for the people you love. It can help: ✅ Cover burial and funeral costs ✅ Pay off outstanding debt ✅ Replace lost income ✅ Cover everyday living expenses It’s designed to take care of your family financially if something were to happen to you. With different types of life insurance, we can find something that fits your needs, budget, and lifestyle! Life insurance protects your loved ones and ensures peace of mind. ------------ 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! #LifeInsurance #Protection #Finance #WealthManagement

When running a business, it can get tricky to keep up with your finances. You get pulled in a million different directions! Sometimes finances slip through the cracks. NOT TODAY! Let’s discuss business finance tips together. Pay Yourself: When running a business, you may feel that you need to put all your money back into the business. Don't leave your compensation out of the loop! You are putting in the work to help your business succeed. You deserved to take home a paycheck too! Create a Realistic Budget: Develop a budget that covers all income and expenses for the business. This should include payroll, operating costs, and inventory. Know exactly how much you are spending on your business! Have a Good Billing Strategy: When running a business, you’ll encounter customers who drag their feet on paying invoices. It’s important to have a strategy in place to hold customers accountable. When managing small business finances, you are in charge of ensuring your business operates on a healthy level. Monitor Your Books: Be sure to double-check your finances. Even with a bookkeeper, you should sit down and review finances. This should be done (at least) every quarter to ensure business progress and find improvements. Separate Business From Day-to-Day Life: Mixing business and personal expenses can get complicated. It's crucial to separate the two and set a clear boundary between work and fun! Plan Ahead: Don’t just focus on the day-to-day tasks. You should be thinking long-term when it comes to your finances. If you aren’t thinking 5 to 10 years ahead, you are behind the competition! As a business owner, you often have lots on your plate. Even when you're pulled in different directions, it's important to be in the know. This includes payroll, operating costs, fees, and much more! Being a business owner can be overwhelming at times. However, there is hope! Need help with business planning? I’ve got your back! Message or call me today 📞(414)-235-8806 --------------------- 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! #BusinessPlan #LinkedIn #Finance #BusinessOwner

I'm more than just a trusted financial representative! ☄️🛰️ May the 4th be with you!

In this industry, you experience lots of loss and gain. There are days that you want to quit. Some days are amazing! However, it's about your mindset and how you look at the good and bad days. If you have a bad attitude, you will continue to spread that into your good days. We can't control what happens around us but we can control how we react to it. Hold your head high and keep on working to be the best you can be! With the proper support, you can get there! (and yes, you can be your own support system) Happy Small Wins Sunday! This week, I challenge you to reflect and uphold a positive attitude even when it gets tough. ------------ 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! #Motivation #GrowthMindset #Finance