About Phillips Financial
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.
Story
& History
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.
MoreValues
& Philosophy
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.
MoreMission
& Services
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.
MoreOur Services
