Philip Maass
CFP®, CLU®, FIC
I help my clients to live financially secure and generous lives. I do this by providing valuable, polished financial advice using a logical and personable approach.
State(s) Licensed: CO, FL, IA, IN, MI, MT, OH, SC, TX, VT
211 W Superior St
Wayland, MI 49348
I help my clients to live financially secure and generous lives. I do this by providing valuable, polished financial advice using a logical and personable approach.
State(s) Licensed: CO, FL, IA, IN, MI, MT, OH, SC, TX, VT
Your goals and values guide my work
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. I approach the process as a money coach. Through solid planning, access to industry experts and award-winning products, my team provides clients the best opportunity to meet their stated goals. We do this in a simple, reliable and personable collaboration.
My "Why"
My career allows me to give back both financially and with my time. It allows me to provide for my family, my most important vocation! I am confident that people truly need what we offer, and I love helping people live a more secure financial life. The impact that we have made is evidenced by the referrals my clients give: "I want you to meet my financial team - they give us a great sense of security by simplifying a lot of complex topics". Thrivent allows me to do this with the best value proposition of any available option. As my work grows, so does the outreach that our team and clients extend from our collective efforts. Psalm 90:17 helps to guide me: "Let the favor of the Lord our God be upon us, and establish the work of our hands"
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