Our Services
Since 1985, Phillips Financial Management has been working and planning with individuals and businesses to help realize important life goals. Our clients trust our knowledge, experience, and our commitment to unparalleled service.
We serve individuals and businesses in all areas of financial management, including:
FINANCIAL PLANNING SERVICES ASSET MANAGEMENT SERVICES
Comprehensive Financial Planning Initial Risk Assessment
Retirement Planning Establishment of Goals
Income Distribution Planning Investment Guidance
Estate Planning Due Diligence and Research
Advice on assets w/other professionals Screening of Investment Funds
Cash Flow Management Screening of Money Managers
Insurance Planning Portfolio Re-Balancing
College Planning Periodic Risk Reviews
Wealth Building Strategies Performance Reviews
Comprehensive Review Client Aggregation Service