Phillips Financial was founded with the goal of assisting our clients in every aspect of their financial lives. By providing comprehensive personal care we seek to earn a reputation for excellence in our industry.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.More
As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.More
A comprehensive planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.More
We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.