Financial Foundations for Young Professionals with Greg Phillips

In this episode of TPA Today, we’re joined by Greg Phillips, Director of Financial Wellness and Employee Education at Twelve Points, to discuss the essential steps young professionals and college students can take to secure their financial futures. From building a strong financial foundation to choosing the right accounts, Greg breaks down practical strategies for paying off student loans, balancing debt repayment with savings, and maximizing your financial potential.
Twelve Points is an independent Registered Investment Advisor with offices in Concord, MA and Boston’s South End. We offer customized retirement plan advice, fiduciary oversight and employee education for businesses through Twelve Point Retirement Advisors. Related entities include Twelve Points Wealth Management and Twelve Points Capital.
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