Welcome
Invest with Confidence at Phillips Financial Management
Helping you plan a bright future with investment planning
About Us
Planning Futures
A Proven Approach
A Proven Approach
Phillips Financial Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients wealth by seeking to deliver an unprecedented level of personalized service and expertise.
A Proven Approach
A Proven Approach
A Proven Approach
At Phillips Financial Management, we are fiduciary financial advisors and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence and solely in our client's best interest.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Phillips Financial Management was founded with the goal of assisting our clients
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Phillips Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every year, or before any major life transition.
Copyright © 2021 Phillips Financial Management - All Rights Reserved.
Advisory services offered through Verus Capital Partners, LLC. Phillips Financial Management and Verus Capital Partners, LLC are separate entities.
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