About: Stars & Stripes Financial Advisors

Purpose First, Integrity Always.

While in the military we learned how pivotal our core values are to any mission, that's why at Stars & Stripes Financial Advisors we make honor, integrity and purpose the core of everything we do.

We start our relationship with every military service member, veteran or family member by conducting a complimentary consultation to assess a mutual fit and ensure we provide the right services for you.

Once we have agreed to work together we start our financial planning process by seeking to understand your intent. What do you want to use your money for? How do you want to live your life? These are just a few of the questions we seek to understand the answer to before we begin to assess your financial situation. After all, how can we make recommendations about how to accomplish the mission if we don't understand what your intent is?

After your intent is well defined and understood we start with the OODA loop. Like any good commander, we understand that to improve decision making cycles we need to Observe, Orient, Decide and Act. That is why we begin our financial planning process by following that time tested framework for decision making and map it onto the CFP Boards standards for Financial Planning.

“Discipline is the bridge between goals and accomplishment.” – Jim Rohn

When you hire a financial advisor you are getting more than a wealth of knowledge, you are getting a guide through all stages of life. As your financial guide we understand that what made sense during one phase of life may not make sense for the next. Have you had kids? Did you transition to a civilian career? Are you about to retire or be medically discharged? Life changes, and when it does, your plans should change too. That is why we provide a comprehensive set of services to ensure we revisit topics every year so you are getting the advice you need when you need it.

One of our core functions as a financial advisor is to be your accountability partner. In the military we learned that a good battle buddy who had your six was one of the greatest assets a person could ask for. For that same reason, we make sure that we not only create financial plans and give financial advice but that we also follow through by helping you to implement the changes that need to be made so you can achieve your financial goals.

As time progresses and you get more experience with your finances you will begin to notice that you are making healthy new habits with your money. These habits will serve to reinforce each other as your financial acumen grows in tandem with your wealth.

Education & Experience Matters

At Stars & Stripes Financial Advisors we insists that our financial advisors be well educated and experienced because you deserve the best financial advisor you can get.

When it comes to education we believe that our financial advisors should have the proper aptitude and abilities to provide you the best possible advice. A four year degree from a well respected and accredited university in finance, accounting or financial planning is one way our financial advisors have built the knowledge base, analytical thinking and critical thinking skills necessary to serve you. You wouldn't get medical advice from someone without a medical degree, why would you take financial advice from someone without a finance or related degree?

We also believe that experience matters. Our financial advisors all come from the military and veteran community. We believe our financial advisors need to have an intimate understanding of the culture, lifestyle and benefits of being in the military and veteran community. The best financial advice has to come from a place of understanding and there is no better way to truly understand than through the lived experience our financial advisors accumulated during their time in the military and veteran community.

A shared set of values is crucial to any relationship, including the one you have with your financial advisor. At Stars & Stripes Financial Advisors we integrate the military values as well the CFP Board of Standards Code of Ethics and Standards of Conduct into our practice. By working with a CFP® certificant you can expect to get the highest level of professionalism in financial advisory industry.

Meet the Team

Media Appearances

Phillip Hulme is quoted in USA Today: "Finally, good retirement news! Southwest pilots' plan is a bright spot, experts say."

Phillip Hulme is featured in Emerging Manager Monthly: "November 2024 Issue"

Phillip Hulme is a guest on the Motion Matters Podcast: "Is Financial Independence for You?"

Phillip Hulme presented a "Financial Planning 101" seminar at the We Care Vet Fair in Rome, Georgia

Phillip Hulme is a member of the Unversity of Florida Advisor Network

Phillip Hulme contributes to Military Media: "The Financial Challenges Facing Military Families"

Phillip Hulme is quoted in USA Today: "Got a big pay raise? This is how you might be paying for it."

Phillip Hulme is quoted on Plansponsor: "IBM Plans to End 5% Employer Matching in 401(k) Plan"

Phillip Hulme is quoted in The Register: "IBM to scrap 401(k) matching, offer something else instead"

Phillip HUlme contributes to Military Media: "Military vs. Civilian Pay: The Grass Isn’t Always Greener"

Phillip Hulme is a guest on the Know Order Podcast: "Phil's Fortune Philosophy"

Watch the Podcast Appearances Below

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