Imagine having more than enough for retirement.

Our Goal: Guide families to financial freedom and position them to build wealth.
Schedule a call

Rollover IRA

Roth IRA

Financial Coaching

Are you losing sleep because of money worries?

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Do you feel restless when thinking about your money?

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Have you put off retirement planning because you’re not sure what to do?

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Confused because you don’t have a plan for your retirement?

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Do you wish you could do better than bank’s savings interest rate?

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Are you afraid to find out your real financial status?

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Afraid your kids will have to take care of you when you’re older?

We believe it’s time you had peace of mind…and also:

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An experienced Financial Advisor with your best interests in mind

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Tools to use to become financially independent

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Your investments explained in a way that's easy to understand

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A detailed retirement plan

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A plan for taking vacations without debt

Getting Started is Easy

1) Schedule a FREE Call

On a 15 min call, we’ll hear your Dave story, and learn about your financial goals

 

2) Meet in Person

We’ll go more in-depth on your financial situation, and then create a custom plan tailored for you

3) Peace in the Plan

Have confidence in knowing that together we will work to achieve your goals

Your journey to financial independence starts with a call.

Ways we can serve you

Rollover IRA

  • Take your 401K with you
  • More investment options
  • Can be more cost effective

Roth IRA

  • Tax-free retirement distributions
  • Diversify your investment
  • Mutual funds with track records

Financial Coaching

  • Educational Videos
  • One-on-one mentoring
  • Accountability through the baby steps

Need to invest? Start today.

Townsend Phipps

Wealth Manager

We know what the pressure feels like to be under student loans, car loans, credit cards, and mortgage debt. But we’d had enough. We got “gazelle intense” and eliminated our debt using Dave’s Baby Steps.

We don’t just advise people on Dave Ramsey’s plan, we live it ourselves. We are living proof that following the steps in Financial Peace University really work. My wife and I are on Baby Step 7. And we love sharing it with others, together we have facilitated 20+ Financial Peace University classes, impacting hundreds of individuals.  

I am a licensed Registered Rep, Financial Advisor, Real Estate agent, Life and Health Insurance agent.

As your SmartVestor Pro, I am honored to help you with your retirement and investment needs, using Dave Ramsey’s methods.  My main goal is to Guide You to Financial Freedom and Position You to Build Wealth.

* Financial Peace University and SmartVestor Pro are registered trademarks of Ramsey Solutions

The Townsend Phipps’ Team Difference

Most individuals put off getting a retirement plan because they’re paralyzed by so many choices and not wanting to make the wrong choice. With Townsend’s team, we help you understand your retirement options and develop a customized plan to help you achieve your financial goals. You will be given the tools to help you have peace of mind knowing what your money is doing and how it’s working for you.

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You see, with Townsend’s team, we know that you want to be financially independent in your retirement. But that doesn’t just happen overnight, and it doesn’t happen without a plan.

The problem is…you don’t have a financial plan for your retirement which makes you feel out of control and paralyzed worried you could make the wrong choice. We believe that everyone should have peace about where their money is going.

We’ve been where you’ve been. We’ve felt the weight of having credit card debt, car debt, school loan debt, and a mortgage we couldn’t afford. We heard about Dave Ramsey’s Baby Steps and wondered if it could really work for us.

We’re living proof that it can! And we know they can work for you too. As a SmartVestor Pro and FPU coordinator, we’ve helped hundreds of people gain control over their finances.

Here’s how we do it: 1) Schedule a call, 2) Meet in person to get a customized plan for your finances, 3) Then have confidence in knowing that together we will work to achieve your goals

So, schedule a call today. In the meantime, download Chris Hogan’s Everyday Millionaires Investing Guide.

Isn’t it time you stopped feeling restless and frustrated about your money, and instead let us guide you through taking control of your financial future. 

Leave a legacy to your kids, instead of relying on them.

You’ve had this on the back burner of your mind for a while now. You know you ought to take care of it.

And every day you put it off, you’re not leveraging the power of time and compound interest. Don’t delay any longer. Take action today. We believe your future self will thank you.

Townsend Phipps, Wealth Manager
Veritas Independent Partners, LLC

2201 Washington Ave Ste 2
Conway, AR 72034

(501) 881-2335

Take the next step
to your financial freedom

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  We cannot guarantee future financial results or success.

Townsend Phipps, Wealth Manager with Veritas Independent Partners, LLC + SmartVestor Pro with Dave Ramsey.  Veritas Independent Partners and Dave Ramsey are not affiliated entities. Securities & Investment Advisory Services are offered through Veritas Independent Partners, LLC, Member FINRA/SIPCInsurance License #: 8011038

Townsend Phipps is currently registered to discuss and/or transact securities business in the state of Arkansas