Careful Conversations
Somewhere along the way, the consumer’s experience shifted. Financial services became more about the service provider than the passion to serve. Perhaps without realizing it, the consumer took a step backward in relationship. It became tough to decipher which sections of the dialogue were prepackaged to serve the speaker and which part was truly designed for you personally.
Since 1949, Phillips Financial has welcomed the quiet spaces in conversation that allow you to find the center point of your own thinking.
We guide you to think out loud about lingering questions, inviting your vision to take shape right in front of us. Together we contemplate your family, your employees and your life’s work – knowing that embedded in your proudest moments lies the wisdom for your own best choice.
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Since 1949, Phillips Financial has welcomed the quiet spaces in conversation that allow you to find the center point of your own thinking.
Financial
Planning
True financial planning also includes collecting your many types of assets, and integrating them into a common set of financial projections.
Asset
Management
Our proprietary SMART system puts you on a strategic investment path that specifically aligns with the long-term goals and objectives we developed during your Financial Planning phase of our relationship.
Insurance
Management
Driven by your priorities, not ours, we evaluate key forms of insurance – long-term care, disability, life and personal insurance such as liability, jewelry or collectibles.
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