-- HOME OF *THE INVESTMENT INCOME ADVISOR*, RON PHILLIPS --
Text or call: (719) 545-6442
Signed in as:
filler@godaddy.com
We're here to help you plan a bright future and produce above-average portfolio income! Invest for growth but, very importantly, invest for income, too.
Since 2000, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. Get the investment advice you need, whether figuring our your retirement plan rollover, reinvesting your CD to maximize income, or creating a personalized portfolio.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance. You can count on our investment advice to help your personal investing.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance. Get the investment advice you've worked so hard for. Personal investing doesn't have to be done alone. We're here for you.
Ron began his investment career in January, 2000 as a planner with a Pueblo, Colorado firm. He left in 2003 and started his independent office. He’s been at Century Investments since 2003, offering valuable investment advice. He plays with his son in his spare time, goes hiking & biking and otherwise enjoys Colorado with his family.
Ron is an independent financial advisor, licensed by the great State of Colorado. He conducts business here and in other states, too. And also has an insurance license to fully support Client needs. His specialty is very high investment income with the underlying goal of maintaining the original Client investment (investments are still subject to market forces).
He also has experience with and access to most other traditional vehicles and strategies such as mutual funds, ETFs, stocks, bonds, options, CDs, retirement accounts, etc.
The firm custodies with the Charles Schwab Company (symbol: SCHW). They provide statements, checks and electronic deposits, and tech such as online access and security, among other essential and helpful Client services.
It is never too early or too late to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them. Enhance your personal investing now.
2099 West US Highway 50, Pueblo, Colorado 81008, United States
OFFICE HOURS: Monday - Friday: 10am - 6pm, by appointment
Saturday - Sunday: By appointment
Dynamic Portfolio Income Report, item #1004
Investing To Win electronic book, item #1004
10 Biggest Oversights Report, item #1005
Investor Advantage Email Newsletter, item #1006
Investing To Win printed book, item #1007 (include your full address)
We love our clients and community, so feel free to visit during normal business hours with an appointment. Let's get your personal investing rolling on the right track.
2099 West US Highway 50, Suite #130-C Pueblo, Colorado 81008, United States
OFFICE HOURS: Monday - Friday: 10am - 6pm, by appointment Saturday - Sunday: By appointment
Copyright © 2021-2025 Ronald S. Phillips - All Rights Reserved. Web address: RetireIQ.com
Century Investments is licensed and regulated by the State of Colorado.
Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment processes will be profitable. Past performance is not a guide to future performance. The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions. Diversification does not assure a profit or protect against loss. All examples are for illustrative purposes only.
