We’ve been selected as a SmartVestor Pro because we’re committed to helping you achieve your long-term investing goals. You can be confident that we have your best interests at heart.
Meet The Team
We offer full, comprehensive, personalized financial planning.
Investments | Retirement | Insurance | Estate Planning
Come As You Are
Just Out Of School
It is time to face the real world. Don’t worry, we got your back.
Growing Kids
Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.
Retirement
Are you freaked that you might run out of money in retirement?
Starting a Family
From hanging out with friends to poopy diapers, we help make the transition seamless.
Nearing Retirement
Retirement is getting close. We have the tools to help make sure you do it right.
Widowed & Inheritance
After the loss of a loved one, you shouldn’t have to worry about finances.
Just Out Of School
It is time to face the real world. Don’t worry, we got your back.
Growing Kids
Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.
Retirement
Are you freaked that you might run out of money in retirement?
Starting a Family
From hanging out with friends to poopy diapers, we help make the transition seamless.
Nearing Retirement
Retirement is getting close. We have the tools to help make sure you do it right.
Widowed & Inheritance
After the loss of a loved one, you shouldn’t have to worry about finances.
Just Out Of School
It is time to face the real world. Don’t worry, we got your back.
Starting a Family
From hanging out with friends to poopy diapers, we help make the transition seamless.
Growing Kids
Juggling your kids, 401k and career is tough. We won’t let it overwhelm you.
Nearing Retirement
Retirement is getting close. We have the tools to help make sure you do it right.
Retirement
Are you freaked that you might run out of money in retirement?
Widowed & Inheritance
After the loss of a loved one, you shouldn’t have to worry about finances.
Who We Are
Phillips Financial Advisors is a financial and estate planning firm. We do not believe in high pressure sales tactics, but we do believe in full transparency. We educate our clients about finances without using financial jargon that only confuses people more. We put our clients’ interests far above our own in all recommendations we make.
Our advisory accounts hold us to a Fiduciary Standard with our clients. As a Fiduciary, we have a legal responsibility to always act in your best interests.
Let Us Help With
- Managed & Fee Based Accounts
- Traditional & Roth IRAs
- 529 College Savings & UGMA/UTMA Accounts
- 401(k) | 403(b) | 457
- Simple IRA & SEP Plans
- Term Life Insurance
- Long Term Care Insurance
- Individual Disability Income Insurance
- Estate Planning
