Phil Nation

Phil Nation

MS, CFP®, CRPC®, AAMS®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
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  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
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    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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Background and qualification information is available at FINRA's BrokerCheck website.

Live life brilliantly.

Regardless of age, we all have financial goals we’re concerned about. I believe, oftentimes, the challenge for the investor is the overwhelming amount of investment information (and misinformation) along with the many, many investment options from which to choose. Given my 35 years as a financial advisor as well as my commitment to education, I believe I can help you determine the unique financial course that is right for you. Also, due to my dedication, commitment to availability and high-quality service, I am proud to say I have many long-standing relationships with clients. My team and I will work with you to ensure you have a roadmap to serve your unique and changing financial needs. I invite you to take the opportunity to review my credentials, and to contact me for a complimentary initial consultation.

I’m here to help you live the life you’ve earned. 

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)