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Meet Phil

Phil Stockton

Principal and Founder

781-806-5453

phil@thelifestyleofyourdreams.com

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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. When I finally made my career change, I decided to focus on helping families build and maintain the wealth they would need to live the way they chose to live.

The one thing that kept me sane through all of the ups and downs that start-ups go through was the knowledge that the financial plan that my advisor and I had put together accounted for the volatile career I was in. This is the foundation of my practice: I help families take control of their finances by building a sound financial strategy to take them from where they are today to financial independence.

Financial independence means different things to different families and sometimes even to different members of a family. To some it means being able to retire by age 55 with enough income to live comfortably for the rest of their lives, to others it may mean working into their 70s in order to build up a large enough nest egg to pass a sizeable inheritance to their children and grandchildren. The most important aspect of financial planning is to determine what YOUR definition of financial independence is. Saving just to save is not a goal!

So, if you are ready to take charge of your finances and begin to build towards your personal and family goals, give me a call to schedule your first appointment and take that First Step towards the Lifestyle of Your Dreams.

Philip graduated from the University of Massachusetts at Amherst in 1991 with a Bachelor of Science in Mechanical Engineering. He spent the next 15 years working for small software start-up companies that primarily developed engineering automation tools. In 2006 he changed careers to become a fee-only financial planner and founded TechGen Financial in 2008. He received his Certificate of Financial Planning from Boston University in May of 2010 and was certified to use the CFP® marks by the CFP Board in March of 2011.

Philip is a member of the Alliance of Comprehensive Planners (ACP), the only fee-only financial planning community focused on the comprehensive financial planning strategies that create true wealth for their clients. In 2012 Philip became a member of The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. Philip was published in the April/May 2007 copy of Today’s Chiropractic LifeStyle Magazine.

Philip enjoys traveling, both locally and internationally, biking, hiking and spending time with his wife and two sons who are all actively engaged in Martial Arts.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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