Focus: Insurance Strategies, Retirement Strategies, College Funding Strategies, Investment Strategies
Phillip Bacon is a native of Columbia, Missouri, where he currently lives with his wife Marissa. Phillip graduated from the University of Missouri with a B.S.B.A with an emphasis in Finance. Prior to MassMutual, he had success in the U.S. Army, where he was awarded for his numerous accomplishments and outstanding leadership. While stationed at Fort Sill, Oklahoma and during his deployment in support of Operation Enduring Freedom, Phillip was instilled with hard work, critical thinking, and integrity, which he has applied to his role as a Financial Advisor.
As an advisor, Phillip wants to make it easy for his clients to plan for a secure financial future. Phillip works with individuals to help them manage their incomes and assets effectively to minimize risk and maximize opportunity. He does this by listening carefully to his clients to find what their objectives are. He then helps them decide on a course of action beginning with the needs they’ve identified as critical, and provides them with a financial strategy built specifically to help meet their unique needs. Whether their priorities are protecting their income, building a business, saving for retirement, or leaving a legacy, Phillip’s clients appreciate his high-touch process and individual attention to helping them manage their cash flow and make educated financial decisions.
Phillip holds his Series 7 and 66 registrations, and is also insurance licensed in Missouri and Virginia.
Outside of work, Phillip loves spending time with his wife traveling. He is also involved with the veteran community in Missouri.
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2310 Forum Blvd, Suite C
Columbia, MO 65203