CAREFUL CONVERSATIONS

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

PLAY IT FORWARD

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

KEEPERS OF CONTENT

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

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.

Learn more
Get In Touch

Or call:
260.420.7732

NEWSLETTER

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.