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Meet Phil
Hi, I’m Phil Stockton, the Principal and Founder of TechGen Financial and The Lifestyle of Your Dreams. My mission in life is to help families reach financial independence while living the Lifestyle they have always dreamed of. I worked for many years in the fast-paced world of high technology startups, helping the few innovative founders make their millions while I earned a paycheck.
How We Differ
My goal is to help you build and implement a comprehensive financial plan without the stress that is normally associated with personal finance. I am very good at what I do, and work very hard to stay that way. I am a member of the Alliance of Cambridge Advisors (ACA), the only fee-only financial planning community focused on the holistic planning strategies that create true wealth for their clients.
Services
TechGen Financial is a fee-only firm specializing in helping families and individuals take control of their finances to build real wealth. Our mission is to take you from living paycheck to paycheck to living the lifestyle you’ve always dreamed of, free from the stress and anxiety that money can cause. We act as your personal financial coach, guiding you every step of the way.
"We look at the big picture, your entire financial life, to create a financial plan that grows and changes as your circumstances change."
