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How Can We Help You?

Our clients turn to us for many things related to investments, retirement and money management. These are the main services we provide to help them pursue their goals:

Estate Planning

We handle the tough work behind the scenes so your family can receive their proper benefits.

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Financial Planning

We will bring the knowledge and experience needed to help you pursue your goals.

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 Insurance Services

Let us build a sound plan to help protect your family from the financial repercussions of unexpected life events.

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 Retirement Planning

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Asset Management

Work towards financial independence with wealth management tools that make you feel confident.

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Courtesy Services

We offer our clientele Social Security, Pension and Veteran’s benefits analysis.

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Why Choose Phillips Financial?

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

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

Our professionals have invested years in obtaining the experience necessary to serve you — and then some. We take our investment fiduciary duties seriously and seek to providing the best possible service. With this goal in mind, we work closely with you, your CPA, attorney and other professionals to ensure you have one comprehensive plan that works in cohesion with existing ones.

Our commitment to the success of others extends beyond the office. We have also sought to develop a strong reputation for community involvement over the years. 

Weekly Market Commentary

Weekly Market Commentary

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LPL Research

LPL Research

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