Skip to content
Menu
Home
Our Clients
Our Clients
Families and Individuals
Pre-Retirees
Sudden Wealth
Retirees
Women Investors
Services
Services
Financial Planning
Retirement Planning
Portfolio Management
Investment Management
Investment Strategies
Education Planning
Longevity Planning
Longevity Planning
Longevity Planning Resources
Risk Management
Fixed Income Services
Sustainable Investing
Alternative Investments
Estate, Charitable Giving & Trust
About Us
About Us
Our Approach
What Makes Us Different
About Raymond James
Juan Rojas
Michael Lipkins
Resources
Resources
Commentary and Insights
Digital Account
Client Access Videos
WorthWhile
Living Your Legacy
Living Your Legacy
Career
Community
Family
Contact Us
Contact Us
Refer Us
Second Opinion
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Phases Financial Group
703 High Street
Palo Alto, CA 94301
T: 650.313.2740
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Estate & Giving
Family & Lifestyle
Media
Article
Easy ways to add a little more joy to your day
Add a small splash of happiness to your regular routine with these suggestions.
Read
Family & Lifestyle
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Read
Estate & Giving
Let's clear up 10 misconceptions about HSAs
When it comes to the versatile health savings account, misunderstandings abound.
Read
Family & Lifestyle
Load more
Load more