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.netwww.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…
December 19, 2018
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 …
February 27, 2018
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.
August 1, 2017
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