Insurance / Financial Planning

Howard W. Phillips and Co. 

 Howard W. Phillips & Co. is one of Washington’s leading independent insurance agencies, providing all forms of insurance to local, regional and national business.  Our philosophy is to provide superior service while offering the best value in insurance coverage to our customers. For the better part of a century, we have been strengthening our partnerships with competitive and stable insurance companies, and consequently we are able to offer preferred products from carriers that have exemplary claims handling and policyholder services.

About John F. Reinhold

 

CLK Benefits

CLK Benefits is a leading benefits firm, with over 35 years of experience. In an era of consolidation, we are proud of our size: small enough to provide sustained personalized attention and large enough to meet sophisticated needs.

MEETING NEEDS WITH EXPERTISE

Today’s rapidly evolving practice environment and increasing complexity of benefits and insurance requires sophistication and experience. Through positive results and accomplishments for our clients and longstanding involvement in the community, our associates are widely recognized in their fields. We speak and teach about the constantly changing issues of today and tomorrow. 

Our clients rely on us to use this combination of qualities to answer difficult questions, to analyze and simplify complex information with precision, practicality and resourcefulness, and to address complex situations with successful solutions – all part of reaching the client’s desired result.

EXEPLARY SERVICE                 

We bring the old-fashioned virtues of integrity, promptness, courtesy, and thoroughness to our practice, and match them with the technology of the future, thus offering state-of-the-art client service. 

BREADTH OF PRACTICE GROUPS 

We help our institutional clients expand and protect their practices and develop solutions to their problems and changing needs. We help our individual clients structure investments, protect assets, and provide for their own an their children’s futures.

Our firm’s size allows us to provide personal attention to our clients, yet enables us to offer sophisticated advice in the following wide range of areas:

BUSINESS SERVICE & SOLUTIONS

* Employee Benefits to help you attract and retain employees

* Executive Benefit Planning to help you recruit and retain your key executives

* Business Continuation Planning to prepare for the inevitable or the unexpected

* Tax Qualified Retirement Plans to help you and your employees accumulate wealth

PERSONAL SERVICES & SOLUTIONS

* Wealth Accumulation Strategies to help you achieve financial independence

* Family Protection and Wealth Preservation to help you keep what you’ve built

* Fee-based Asset Management through managed accounts*

TEAM ORIENTED APPROACH

We nurture the talents and strengths of each associate in the firm and regularly integrate those diverse skills into a client-oriented team. Clients can look to and rely on their primary associate and know that they also will benefit from expertise and experience of the entire firm.

CLIENT EDUCATION

The firm gives periodic in-house seminars on cutting-edge issues and offers client-site training sessions, bringing both information and innovative solutions to meet our client’s needs.

REPUTATION FROM RESULTS

Our record of service and results for our clients is demonstrated best by the confidence shown by clients who return again and again for solutions to their many needs, and by the fact that new clients are frequently referred to us by existing clients, CPAs, attorneys and our peers.

About Douglas J. Knobelauch

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