Philip Sessoms, Financial Advisor

Philip Sessoms, Financial Advisor When it comes to building your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust.

Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance and financial products

that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha Insurance Company. Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: VA, MD and DC. ‎2. ‎ Disclosure: http://www.mutualofomaha.com/disclosure/ ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Are you on track for retirement? The Make It Personal Podcast has a free eBook, Seven Plays for Retirement Success, that...
07/20/2026

Are you on track for retirement? The Make It Personal Podcast has a free eBook, Seven Plays for Retirement Success, that gives you clear, simple steps - from maximizing Social Security to helping make your money last.

👉 Download your free copy today. Your future self will thank you.

🔗 https://mutualofomaha.co/4yxkXa3

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4gGjsjm

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?Not always.This week's episode discusses how...
07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4vDnJI6

You work hard to grow your business every day, but is your money working just as hard for you? This free eBook, The 7 Pi...
07/14/2026

You work hard to grow your business every day, but is your money working just as hard for you?

This free eBook, The 7 Pillars of Smart Money Management for Business Owners, shares practical insights to help you make more informed financial decisions and build a stronger foundation for the future.

👉 Get your free copy today! https://mutualofomaha.co/4f1YL08

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth be...
07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/4yfSyVO

Talk with a financial professional to figure out how little your policy can cost!
07/10/2026

Talk with a financial professional to figure out how little your policy can cost!

What if a few key Social Security decisions could add thousands of dollars to your retirement income? This week's episod...
07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

🎧 Watch here: https://mutualofomaha.co/4h4mT3q

Business owner’s, here's an important question: Do you know what your business is worth today?Knowing that number can pl...
07/07/2026

Business owner’s, here's an important question: Do you know what your business is worth today?

Knowing that number can play a key role in planning for growth, protecting your business, preparing for retirement, or exploring future exit opportunities.

If you'd like to start the conversation and gain a clearer picture of your business's value, schedule a time with me [email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

A 401(k) is a great starting point for retirement, but it may not be enough on its own.While these accounts offer valuab...
07/06/2026

A 401(k) is a great starting point for retirement, but it may not be enough on its own.

While these accounts offer valuable tax advantages, they often come with contribution limits and a limited range of investment options. Expanding beyond your employer-sponsored account can create more flexibility, additional growth opportunities, and stronger long-term protection.

This article breaks down why a more well-rounded approach matters.

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good...
07/04/2026

Happy 250th birthday America! Wishing you and your family a happy and safe Fourth of July! Hope your day is full of good company, good food and a great fireworks show.

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