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How Can We Help You?

At Phillips Financial, we offer a wide range of financial services designed to help our clients manage their wealth and work toward their financial goals. Whether you need ongoing asset management or occasional financial guidance, we can customize our offerings to meet your unique needs. Take a look at the main financial services we provide to our clients:

Financial Planning

Plot a path toward your short and long-term financial goals with our financial planning services.  This includes analysis of social security, veterans and pension analysis. 

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 Retirement Planning

Leverage retirement planning strategies today that will help you seek to build the wealth you need to enjoy your retirement tomorrow.

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Asset Management

Work toward building your assets and managing your money for growth with our asset management services.

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Estate Planning

Work with our estate planning specialist and confidently define the legacy you leave behind for your family.

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 Insurance Services

Don't let an unexpected event destroy your personal finances. Protect yourself with the most suitable insurance plans for you and your family.

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Courtesy Services

Explore the convenient services we offer as a courtesy to our clients, including electronic administrative support, notary services, and signature guarantee.

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Why Choose Phillips Financial?

Selecting a financial professional is one of the most important decisions you will make in your lifetime. Your wealth management partner plays a significant role in helping you work towards your financial goals. Their guidance can often help determine the quality of your retirement and the legacy you leave behind for your family.

At Phillips Financial, we understand what an important decision this is, and we strive to earn the trust and respect of our clients. When clients come to us for financial advisory services, we treat them as we would like to be treated.

We treat our clients' money as carefully as we would want someone to treat our own money or the wealth of our friends and family. We don't take our role lightly — we strive to always do the best for each and every one of our clients. And we would be proud to work with you.

If It’s Important To You, It’s Important To Us

If It’s Important To You, It’s Important To Us

Our financial professionals have invested years into obtaining the experience necessary to serve you. We're also constantly learning more about how to optimize and improve wealth management strategies for our clients.

However, while we keep best practices in mind, we know that every situation is unique — and we constantly tailor our services to your preferences and your family's needs. We never give our clients off-the-rack advice. Instead, we look closely at their specific financial situations. We listen to their personal concerns. And we work with them to craft an individualized and comprehensive financial plan.

Ultimately, if something is important to you, it's important to us. When you choose our financial services firm, we work closely with you, your CPA, and your attorney to create a comprehensive, cohesive financial plan for you and your family.

Meet the Phillips Financial Team

Our team brings an impressive array of education and experience to the table. Our financial professionals analyze financial products, develop financial planning strategies, and manage portfolios based on your investment objectives. We work for you.

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Consider Your Financial Future Today

Financial confidence and independence start with a plan. To be successful, you have to sketch out your goals and decide what you want your future to look like. Then, you need to determine how to leverage today's efforts to reach tomorrow's goals. That's where financial guidance comes in.

At Phillips Financial, our experienced financial professionals want you to enjoy tomorrow. We want to see you achieve your goals. We want you to be successful. And we can help you plan the journey to make it all possible.

When you choose us as your financial professional and wealth management partner, we will work alongside you. We will help you craft wealth management and asset allocation strategies that work with your current lifestyle and your long-term financial goals. You don't need to sacrifice happiness today for retirement tomorrow. You just need appropriate financial strategies.

Planning for the future can be intimidating, but you can't put it off. You need to start today. We can help.

Contact Phillips Financial Today

You deserve to pursue your goals with confidence. You deserve to make the most of your money. You deserve to work with a financial professional who listens to you and strives to understand you. You deserve the best — and we would love to work with you.

Ready to start planning for your future? Ready to set goals and make a plan to pursue them? Want more financial confidence about your retirement and your legacy? Then, contact us today. We can start with a no-commitment conversation and then work with you to create a path toward the future that you want and deserve.

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