As your business grows and changes, your employee benefits need to evolve as well. Unlike the single-discipline model of employee benefit management, where conversations are limited to a single aspect of a larger whole, Phillips Financial has intentionally created a broader model that allows companies to evaluate and administer all disciplines under one advisory roof.
To that end, Phillips Financial crafts Careful Conversations that invite you to consider each aspect of your business’s needs. We guide you to reflect on lingering questions and watch your vision take shape. Together, we contemplate your business, your employees and your life’s work – knowing that seeing the full picture will guide you to the best choice for you.