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CA Philbrick LLC

Founded 2007 •

N/A

Description

Meeting and exceeding customer’s expectations begins with engaged communication. Understanding the customer’s needs and documenting accurate information starts the relationship down a successful path. We look forward to delivering on these three things: Fair price, quality service, and on-time delivery. Many projects/estimates can be discussed via FaceTime or Zoom. Please contact me with your needs and we will do our best to earn your business. Painting Landscaping and yard maintenance Tree/bush/stump removal Junk removal Power Washing Appliance replacement Roofing and repairs Insulation Fixing water leaks Insect damage repairs Water damage repairs French drains Uneven floor repairs (beam placement) Window repairs and replacement Clogged drains Tile Flooring - Laminate, hardwood, vinyl planks Hardscaping Stone, dirt, mulch, gravel hauling and placement Trenching and leveling Mature tree planting and transplanting Shed removal or placement Shed moving Fencing - installed, repaired, replaced, removed (chain link, wood, vinyl) Masonry repairs - cracks, broken blocks, cement work Kitchen cabinets Trimwork Drywall repairs and installation Property management Air B&B Rentals Vacation homes Snow removal Fall clean-up or Spring clean-up Site plan design sketches Brainstorming amazing solutions...

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Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

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