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CAREFUL CONVERSATIONS

We help individuals, families and business
owners to be contemplative about their
planning choices.

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PLAY IT FORWARD

See and feel the future impact
of your decisions before you’re
asked to make them.

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KEEPERS OF CONTENT

A variety of disciplines collaborate
at a common table. You hear only
the singular voice of consensus.

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ALL FEE CARDS FACE UP

A chance to know and understand
what you’re paying and why.

Our Services

FINANCIAL PLANNING

True financial planning also includes collecting your many types of assets, and integrating them into a common set of financial projections.

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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.

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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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EMPLOYEE BENEFITS

We take a strategic approach in designing your entire suite of employee benefits. We believe a coordinated approach delivers the best outcomes.

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RETIREMENT PLANS

Our focus is on making sure your employees are retirement ready. Employees who are able to retire comfortably when they want to helps improve employers’ bottom line.

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RISK MANAGEMENT

Things happen in life. We help employees recognize those risks and offer solutions to protect against them.

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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.

Or call:
260.420.7732

NEWSLETTER