RETAIL CONTINUES - Morning Radio with Phillip and Dave - May 26, 2022

This is a playback from The Statler Financial Radio Show. If you would like to schedule an appointment to learn more about our CORE Retirement Design, please give us a call at (863) 382-0037 or visit https://calendly.com/phillipstatler/15min to schedule your appointment online.

*DISCLAIMER: 
Statler Financial Services, Inc. is a Registered Investment Advisory Firm offering securities and advisory services. 
These videos are not for commercial use. Investing involves risk, including the loss of principal. Please contact a registered investment advisor before investing.
The referenced summary/ prices/ quote/ statistics has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness.  Past performance is no guarantee of future results.
The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions.  Investors should consult their financial advisor on the strategy best for them.  Past performance is no guarantee of future results.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor.
For more info, please visit us on the web at www.StatlerFinancial.com or call us at (863) 382-003

2022 Morning Radio with Phillip and Dave

RETAIL CONTINUES - Morning Radio with Phillip and Dave - May 26, 2022

Interested in finding out how much risk you have in your portfolio? Click or call to schedule your 1-on-1 complimentary phone consultation with Phillip.
Call: (863) 382-0037 or click: https://calendly.com/phillipstatler/30-minute-introduction?month=2022-08

Statler Financial Services, Inc. is a Registered Investment Advisory Firm offering securities and advisory services. ***For Full DISCLOSURE AND DISCLAIMER, please visit: https://statlerfinancial.com/radio/radio-disclosure-and-disclaimers/

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Financial Check Up

Phillip Statler is on a mission to provide Highlands County residents with comprehensive retirement planning services to help them feel financially confident for years to come. He sees his clients as family and loves seeing them enjoy their retirement.

Starting out, Phillip entered the financial services industry as a tax advisor, working with clients to plan tax-reduction strategies. He quickly realized the issue of tax reduction was not the only area of concern for his clients, and he wanted to give his clients more thorough, well-rounded guidance encompassing their entire financial portfolios. As a result, Phillip studied for and earned the required licensure to become a financial and investment advisor, and in 2001 he decided to focus primarily on financial planning. Today, he proudly helps clients accomplish more of their retirement bucket list by helping them implement secure and complete retirement strategies with income and retirement planning.

Phillip regularly holds seminars throughout the community. He also hosts two radio shows as a way to reach more consumers with important financial information each day. On weekdays, listen to Phillip’s live financial updates at 8:40 a.m. on 105.7 Lite FM’s “Mornings with Dave,” and on weekends, you can hear the “Statler Financial Radio Show” on NewsTalk WWTK AM 730, Saturdays at 6 a.m. and noon, and Sundays at 10 a.m.

A graduate of Florida State University, Phillip earned his Bachelor of Science in accounting and finance. He is a Registered Investment Adviser of Statler Financial Services, Inc. and is a licensed Enrolled Agent (tax advisor) through the U.S. Treasury’s office. Phillip has passed the Series 65 securities exam and holds his insurance licenses. He also is an Ed Slott Master Elite member as well as a member of the Greater Sebring Chamber of Commerce, National Society of Accountants, Better Business Bureau, Kiwanis of Greater Sebring and First Baptist Church of Sebring. In 2017, Phillip won the Inaugural Highlander Award for Financial Representative of the Year.

Phillip and his wife, Joyce, are lifelong residents of Sebring and are the proud parents of two adult children, Maggie and Colton. They’re also thrilled to be new grandparents to their first granddaughter, Natalie. In his free time, Phillip loves to travel and spend time with his family.

RETAIL CONTINUES - Morning Radio with Phillip and Dave - May 26, 2022

Statler Financial Services Inc

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