Philip Detlefs, Investment Adviser Representative
Investment Adviser Representative, Investment Management Group
Philip Detlefs is an Investment Adviser Representative with Investment Management Group in Jacksonville, Fla. He joined the independent, family-owned firm in 2001. Philip has passed the Series 7, 63 and 66 securities exams and is a licensed insurance professional. He takes a comprehensive approach to wealth management. He received his bachelor's degree in finance and marketing from Florida State University. He is married and has three children, Olivia, Harry and Hutch.
Phone: 877.731.9955
E-mail: info@plansmart.net
www.imgplansmart.com
An All-Too-Common Investment Mistake
investing
An All-Too-Common Investment Mistake
Investors can get wrapped up in comparing their portfolio's performance to the wrong measures of success, but giving too much weight to arbitrary benc…
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Investors: Don't Let FOMO Put Your Retirement at Risk
retirement
Investors: Don't Let FOMO Put Your Retirement at Risk
When stocks take investors on a roller-coaster ride, the urge to do something grows, because you certainly don't want to miss out. What you should be …
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3 Key Goals for Building a Retirement Income Plan
retirement
3 Key Goals for Building a Retirement Income Plan
Building a secure income plan — including an investing strategy and a withdrawal strategy — is easier if you identify your main objectives first.
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What You Don’t Know About Risk Could Disrupt Your Retirement
retirement
What You Don’t Know About Risk Could Disrupt Your Retirement
There comes a point when assuming additional risk doesn’t mean additional benefits.
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