Philip Stephens
About Philip Stephens
Philip Stephens is a Financial Representative at MassMutual Financial Group, specializing in comprehensive financial analysis and retirement planning.
Company
Philip Stephens currently serves as a Financial Representative at MassMutual Financial Group. He has been a part of the company for over a decade, beginning his tenure in August 2013. His role involves providing expert financial guidance and planning services to his clients, ensuring they can secure their financial futures. Located in Lexington, Kentucky, Philip primarily serves clients in this local area, offering personalized financial solutions.
Title
Philip Stephens holds the title of Financial Representative at MassMutual Financial Group. In this position, he specializes in conducting comprehensive financial analyses for his clients. His goal is to identify gaps in clients' financial plans and offer strategies to address these needs. He focuses on several key areas, including guaranteed income for retirement, protection of income in case of illness, and income replacement in the event of death, helping clients achieve financial security and peace of mind.
Education and Expertise
Philip Stephens has a solid academic background that supports his career as a Financial Representative. He studied at the University of Kentucky, where he earned a Bachelor of Arts (BA) degree in Political Science and Government, completing his studies from 2008 to 2013. Prior to this, he attended Mariemont High School from 2004 to 2008. His education has helped build a strong foundation for his analytical and advisory skills in the financial sector.
Client Services and Specializations
Philip Stephens is committed to providing clients with tailored financial solutions. He offers in-depth financial analyses to identify and remedy gaps in their financial planning. His areas of focus include ensuring clients have guaranteed income for retirement, protecting their income in case of illness, and providing income replacement in the event of death. Philip's dedication aims to help clients achieve their financial goals and feel secure about their financial future.
Local Focus
Based in Lexington, Kentucky, Philip Stephens centers his services on the local community. With over a decade of experience at MassMutual Financial Group, he understands the financial needs and concerns of his clients in the area. His personalized approach ensures that clients receive specific, actionable financial advice and solutions that are relevant to their individual circumstances.