Liam Phillips
Evansville

8600 University Blvd

Evansville, IN 47712

+1 (812) 756-9107
lphillips@capitalwealth.com

About Liam Phillips

Liam Phillips is a Budget Advisor currently residing in Evansville, IN. With a passion for helping individuals and businesses manage their finances, Liam has become an expert in the field of budgeting. As a Certified Budget and Credit Coach (CBCC), he brings both knowledge and practical experience to his work. With over 5 years of experience in the industry, Liam has developed a deep understanding of budget analysis and financial planning. In his free time, Liam enjoys indulging in hobbies such as sewing, playing basketball, and swimming, which allow him to relax and recharge outside of the office.

Insights

August 7, 2023

Wealth Management Strategies for High Net Worth Clients

Discover effective wealth management strategies tailored for high net worth clients seeking to protect and grow their assets. Delve into the intricacies of diversification, tax planning, estate planning, and investment options to optimize financial success. Learn from experts in the field as they share insights and practical tips to help high net worth individuals navigate the ever-changing landscape of wealth management. Uncover innovative approaches that align with your unique goals and circumstances, ensuring a solid foundation for long-term prosperity.

February 20, 2023

Investing in a Post-Pandemic World

Discover the key strategies and opportunities for investing in a post-pandemic world. Gain valuable insights into how the global investment landscape has shifted and explore emerging sectors that have shown resilience throughout the crisis. Explore expert tips on navigating market volatility and learn how to capitalize on potential long-term growth in this new investment landscape. Stay ahead of the curve and make informed decisions to secure your financial future.

June 11, 2023

Investing in Sustainable Infrastructure

Discover the importance of investing in sustainable infrastructure to create a more resilient and eco-friendly future. Learn how sustainable infrastructure projects can contribute to economic growth, environmental protection, and social well-being. Embrace the opportunities for innovation and positive impact by prioritizing sustainable development in building our communities.

August 25, 2022

Investing in Artificial Intelligence: Sector Analysis

Explore the world of artificial intelligence (AI) in this insightful sector analysis. Discover the latest trends, opportunities, and challenges involved in investing in AI technologies. Gain valuable insights into key sectors where AI is making significant impacts, such as healthcare, finance, manufacturing, and more. Stay ahead of the curve by understanding the potential growth and investment opportunities in this rapidly evolving field.

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Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+18127569107
lphillips@capitalwealth.com
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