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Follow on Google News | Phillip James Consulting Adds Fee-Only Financial Planning to Service OfferingPhillip James Consulting, a leader in small business accounting and tax, is pleased to announce the addition of Fee-Only Financial Planning to its service offering, becoming a comprehensive provider of financial services.
Phillip James chose the fee-only model for their new financial planning services citing the trend towards fiduciary planning. “We looked at all of our options but fee-only was the clear choice. It removes the conflict of interest associated with commission based planning. It's what's best for our clients.” said Phillip R.Christenson, the owner and portfolio manager at the firm. Phillip Christenson, a Chartered Financial Analyst (CFA), will manage this new service offering. James L. Sexton, CPA, a prinicpal at the firm, will continue to lead the accounting and tax practice, but will provide the resources needed to grow the new financial planning and investment management practice. For additional information on the news that is the subject of this release, contact Phillip James at info@philipjamesconsulting.com or visit http://phillipjamesfinancial.com or http://phillipjamesconsulting.com. About Phillip James Consulting Co. Phillip James Consulting is a financial services firm offering small business accounting and tax solutions, individual tax planning and preparation, and through its DBA Phillip James Financial fee-only financial planning & investment management. The corporate office is located in Plymouth, Minnesota in Suite 224 of the Plymouth Office Center at 3131 Fernbrook Avenue North. Phillip James Financial is a Registered Investment Advisor (RIA) with the state of Minnesota. End
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