Phillip Poggi, NSSA® Advisor · Mason, OH

Meet Phil Poggi, your trusted Financial Consigliere and Strategic Retirement Income Planner, dedicated to guiding you towards financial peace and legacy creation. Located at Fortegic in Ohio, Phil is a respected expert specializing in wealth protection and sustainable income strategies. With a commitment to aligning financial decisions with biblical wisdom, he serves business owners, families, pastors, and educators, ensuring that your money not only meets your needs but also supports a greater purpose.

Phil's mission is to help you never outlive your money, maximize your financial potential, and leave a lasting legacy rooted in faith and family. He provides tailored solutions, including maximizing Social Security benefits to bolster your financial stability, creating sustainable retirement income strategies based on discipline and wisdom, and structuring wealth to pass on blessings to future generations. Navigating business succession and retirement with integrity and foresight, Phil is your reliable partner in financial stewardship.

Phillip Poggi has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

Financial planning with Phil goes beyond the numbers; it's about achieving peace of mind and making a positive impact on your family and community. Trust Phil Poggi to guide you on your journey to financial security and legacy fulfillment, ensuring that your financial future is bright and purposeful.

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