We are an independent financial planning and investment firm covering all areas of financial management of individuals and businesses.
Investment management, retirement and specific goal planning
Strategic tax and insurance planning
Estate planning and charitable giving
Phillips Financial Services 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.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
We are an independent financial planning and investment firm.
Comprehensive financial planning.
Kevin S. Phillips
Michael A. Phillips, CFP®
© Copyright 2017. Phillips Financial Services