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Courtesy Services

Our support team here at Phillips Financial is dedicated to assisting you in any way we can when it comes to your financial needs. In order to do this, we have the following courtesy services available to our clients as an added convenience.

Electronic Administrative Support

Electronic Administrative Support

We encourage use of our courtesy administrative support to meet your needs:

  • Individual LPL Account View and Personal Wealth Management Website tutorial sessions.
  • Assistance establishing electronic delivery of your various account statements.
  • Assistance with accessing forms or statements that you would like to print in office.
  • Assistance with accessing your Social Security Administration or Veteran’s benefits online for your financial planning needs or records.

Print, Copy and Scanning Services

These functions are vital to proper record keeping of your financial records. Our state of the art equipment can make quick work of these tasks.

Our staff can assist or complete these projects on your behalf as it pertains to your Financial Planning needs,

Please call our office to schedule an appointment or notify that you intend to deliver your documents to the office for these services.

Notary Services

Many of your financial decisions in life will with come with a Notarial Service requirement. Our staff is available to provide these services as a courtesy for our clients.

We request that you notify our office of your Notarial Service request for service in advance so we may ensure that a Notary Public is available to meet the needs of your schedule. If you are unable to schedule an appointment in advance you may experience a wait time of up to 20 minutes.

We believe that goodwill is an integral part of the legacy we leave behind for future generations to inherit. To further align our practice with this belief we strive to reduce our ecological footprint to the best of our abilities. It is our hope that as our client, you will join us in this endeavor and make use of the eco- friendly features and courtesy services available through Phillips Financial.

Scanning Services

Scanning documents for retention in your Personal Wealth Management Vault or other digital means will prepare you to make use of our courtesy shredding services.

Personal Wealth Management Vault Record Retention

All content stored in your vault is accessible to you 24 hours day. The records stored in your vault are fully portable and may be downloaded to your personal computer or external data storage device at any time and as often as you would like. Your Personal Wealth Management Website is a designated Verisign Secure Site and meets the highest industry security standards.

Paper Shredding Services

Our shred service provider provides for the destruction of paper, books, binders, file folders, without the removal of staples or paper / binder clips. Rapid Information Destruction is NAID AAA Certified and processes all shredded material at a NAID Certified Recycling Plant. This meets the industry’s highest standard for security and is government HIPPA compliant.

We look forward to the opportunity to assist you with maximizing your financial literacy and organization. Please contact Phillips Financial to reserve your individual service window or tutorial session at 209-367-0868.

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