Strategic Alliances

With over 36 years of experience in the financial service industry, Phil Vogel has gained extensive knowledge and insight into the needs of both clients and advisors. After a lengthy stint in agency management, Phil founded Vogel Financial Services in 1997 in an effort to access a broader range of products and services and offer his clients a holistic approach to financial planning. During the last 20 years he has focused primarily in the areas of premium finance and complex case design.

Phil has served for 15 years as a consultant to top advisors and their clients across the country, using advanced premium financing concepts to accomplish business and estate planning goals. He has developed relationships with many of the industry’s most respected insurance carriers and financing companies and is regarded as a top-notch facilitator with the expertise required to see a case through to fruition.  

Phil prides himself on his ability to navigate successfully through the very detailed and sometimes complicated territory of premium financing. He thoroughly enjoys fulfilling the role of consultant and relishes the opportunity to work with advisors and help them better service their clients while strengthening their practices. He describes his role today as the most rewarding period of his career.