Financial Professional in Rockwall, TX
Sue Phillips is dedicated to providing her clients with personal consultations regarding their financial goals. With several years of experience in the financial service industry, as well as vast experience as an entrepreneur, Sue has a wide range of expertise to bring to the planning table for each client. Sues’ personal mission is to educate each client to achieve a comfortable and protected retirement. Since every client’s circumstances are different, she will set up a personal plan for each client, taking the time to really get to know each person that she helps.
Sue has assisted educators in understanding their TRS benefit options as well as helping them achieve an excellent retirement income. With extensive knowledge of TRS, Sue is able to address issues that may affect educators during their working years and well into their retirement.
Sue and her husband, Randy, have been residents of the Tyler area all of their lives. She enjoys spending time with her family, but most of all her grandchildren. Sue also enjoys gardening, cooking, and teaching advanced studies in her church and other organizations.