Phillip Statler is a veteran to the financial services industry and has been educating and assisting Highlands County pre-retirees and retirees on comprehensive retirement solutions for over a decade. As a Wealth Manager and Registered Investment Advisor, Mr. Statler’s mission is to provide area residents with the insight they need to make informed decisions about their retirement future and direction on how to maintain their own financial security in their retirement years. His firm, Statler Financial Services, Inc., takes a holistic approach to comprehensive planning and offers guidance on tax reduction strategies, estate planning and distribution and succession planning. Additionally, Statler works with valued clients to ensure their investments and retirement accounts are protected and will last throughout the retirement years.
Mr. Statler began in the financial services industry as a tax advisor, working with clients to plan tax redu ction strategies. As a tax planner, he quickly became aware that the issue of tax reduction was only one area of concern for his clients. He wanted to give his clients peace of mind with all of their financial matters. As a result, he earned the required licensure to become a financial and investment advisor, and since that time, he has provided his clients thorough, well-rounded advice on how to achieve a secure and complete retirement plan.
Each year, Mr. Statler educates area investors by holding educational seminars open to the public. Topics include: taking money out of IRAs tax-free, stopping unnecessary taxation on Social Security income, how to get long-term care protection without paying annual premiums, leveraging safe investment alternatives, protecting yourself from market losses and much more.
A graduate of Florida State University, Mr. Statler earned his Bachelor of Science in Accounting and Finance. He is a Registered Investment Advisor and a licensed Enrolled Agent (Tax Advisor) in the state of Florida through the U.S. Treasury’s office. Statler is active in many industry and community organizations including the National Council on Aging, National Association of Accounting, the First Baptist Church of Sebring (where he served as Treasurer) and the Kiwanis Club of Sebring (where he served as Club President) as well as the Sebring Chamber of Commerce.
He and his wife, Joyce, are lifelong residents of Sebring, Florida and the proud parents of two children. Their daughter, Maggie, just graduated with her Masters in Sports Administration from FSU and is teaching at the Kindergarten Learning Center. Maggie has recently become engaged to Ryan Chandler and is planning a wedding in June of 2013. Their son, Colton, is currently attending South Florida College in the Fall of 2013.
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