My whole life changed the day I became a dad. I see the world differently now. Of course, I want to set her up for the best possible future. For most parents, this includes setting up a college saving plan. However, there’s one common mistake parents make. Instead of contributing to your retirement fund, they contribute to their kid’s college savings plan. You can take out loans to pay for college. You can’t get back that time for retirement. It doesn’t work the same. Of course, we want to help our kids. However, our retirement planning shouldn’t suffer because of it. You deserve to retire. Just like your children deserve to go to college. Together, we can find that happy medium to help you contribute to both. 📌How many years do you have til your kids go off to college? ------------ First time seeing me? Hi! My name is Mark Phillips and I've been proudly serving families, individuals, and businesses for 16 years! Want to learn more? Message me! #Retirement #PersonalFinance #Finance #Savings

We LOVED your costume suggestions for Mark! However, we can't pick a favorite... which one do you like best? 🧡🕸️🎃

When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.

One of the biggest sales at the start of my career started with rejection. Yes, you read that correctly. When I first started my career, I had no leads. Many of my friends were struggling to make ends meet just like me. So I went door-knocking. For hours, I’d go door to door introducing myself and delivering my pitch. The first house I went up to, I didn’t even make it up the driveway before I was told to leave. That felt like a kick in the butt. I wanted to give up right then and there. However, instead I decided to go back up to his porch. The owner came to the front door and was shocked that I was back again. Once again, he said, “I don’t want anything you are selling.” I replied, “Who said I’m selling anything?” Now he was interested, I chatted with him for a few minutes and gave him my card. A couple of weeks went by and I got a call from him. Later that month, I did a rollover for him, and he’s been a client ever since. That was one of my biggest sales in the early years of my career. To all the young financial reps starting out, this is your reminder to keep on going. That one, yes, makes all the no’s worth it. Trust me it will be a long hard ride and the first house you approach probably won’t get you business. However, you will gain the confidence to keep putting yourself out there. -------------- First time seeing me? Hi! My name is Mark Phillips, and I've been proudly serving families, individuals, and businesses for 16 years! Want to learn more? Message me! #Rejection #GrowthMindset #FinancialRep #Leadership