It’s important that the amount of risk you have in your portfolio aligns with your financial goals. Contact us to set an appointment to calculate your risk number and find out if the investment and insurance vehicles in your current portfolio are properly aligned with that number.

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About Statler Financial Services

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 reduction 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. He has been awarded the ‘Seal of Trust’ by the National Ethics Bureau for his commitment to ethics in business. 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).

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. Their son, Colton, is currently attending  Florida Gulf Coast University.

To schedule a time to discuss your financial future, contact us at pstatler@statlerfinancial.com or call us at (863) 382-0037 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Free Retirement Planning Kit

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.
We help create clearly defined retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!




Do you know much risk you are taking?