Phil Mandelkorn

President at Phil Mandelkorn Financial - Charlottesville, VA, US

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HQ
434-984-0011
Location
Charlottesville,Virginia,United States
Company
Phil Mandelkorn Financial
Phil Mandelkorn's Company Details

Phil Mandelkorn Financial

Charlottesville, VA, US • 5 - 9 Employees
Financial Services

Phil Mandelkorn Financial is an independent brokerage and financial advisory company, having served individuals and families in Central Virginia for over 20 years.Phil and his staff help clients establish a strong and growing financial foundation before and during retirement. This team's priority is to assure clients safe, predictable and comfortable income during their retirement years. Financial planning often includes safe Fixed Indexed Annuities (FIAs) with large up-front bonuses, including LTC (Long-term Care) coverage and other financial instruments that may be useful (Disability Insurance, Life Insurance, etc.) Phil received his state broker's license in 1990. He was previously a Navy Seal Team Honor Platoon Commander, Time Magazine Correspondent, Fortune Magazine Writer, Speechwriter for Sen. Robert F. Kennedy, and at this time is also a Yoga Teacher Trainer, Kabbalah and Meditation instructor. Since 1990 – enabling friends and clients to maximize their income and savings to enjoy a comfortable retirement without tension or worry. Phil helps clients find and select wise investing and tax strategies with the most appropriate insurance policies for safe and profitable economic growth before and during retirement. He has assisted hundreds of families and individuals in Central and Eastern Virginia.Phil's team specializes in using FIAs (Fixed Indexed Annuities) with Long-term Care coverage included, along with Disability insurance for families and individuals -- providing a good income stream during retirement and funds to leave to their heirs.Past positions: Time Magazine reporting interviewing newsmakers; frequent interviews with the President's Council of Economic Advisers and Federal Reserve Board Governors.Navy Lieutenant JG in the Mediterranean, Caribbean and Arctic oceans; named US Navy Seal Team Honor Platoon Commander by President John F. Kennedy; Former Director of Teacher Training and Chairman of Integral Yoga International.

Fixed Indexed Annuities (FIAs) LTC (Long-term Care) Disability Insurance Life Insurance Retirement Planning
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