Phillips Financial New Years News Letter
Transcript of Phillips Financial New Years News Letter
01/08/2013
Now that 2012 has come to an end and we anticipate the challenges of a new year, we would like to
thank all of you for your trust and your confidence by entrusting to our management your hard earned
financial assets.
Hopefully the embedded informational sources will add value to your future planning, planning that has
become more complicated by the never ending shifting policies affecting the areas of health care,
taxation, environment, energy, employment, banking, and general domestic and international
conditions.
Feel free to call me should you wish to discuss any of the above areas of interest relative to the possible
effects they may exert on your investments with LPL Financial.
Regards,
LPL Registered Principal
1920 Tienda Drive, Suite 202, Lodi, CA 95242 (209) 367-0868 Phone (855)367-0868 Toll Free (209) 367-0811 Fax www.lpl.advisorweb.com/phillipsfinancial Web
Christian Phillips, LPL Registered Principal, CA Insurance Lic. # 0A20651 • David Phillips, LPL Registered Principal, CA Insurance Lic. # 0C98523
Securities offered through LPL Financial Member FINRA/SIPC