…
How does the advisor help clients – Key Takeaways:
PHILLIPS FINANCIAL STRATEGIES LLC provides comprehensive financial planning and investment management services to individuals, families, and businesses. Their team of experienced professionals has a wealth of knowledge and expertise in the financial industry, helping their clients achieve their financial goals.
Facts and Insights
Phillips Financial Strategies LLC has been in business for 15 years, providing their clients with personalized and strategic financial advice. They have a team of 5 advisors, with combined assets under management of $100 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
Phillips Financial Strategies LLC offers a wide range of financial services to meet their clients’ needs. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Education Planning
- Tax Strategies
- Insurance Solutions
Client Types
Their services are tailored to serve the following types of clients:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
Fees & Compensation
Phillips Financial Strategies LLC operates on a fee-only model, meaning their compensation is solely based on the services they provide to their clients. This ensures that their clients’ best interests are always their top priority and eliminates potential conflicts of interest.
Background
The advisors at Phillips Financial Strategies LLC have a combined experience of 50 years in the financial industry. They have helped numerous clients successfully navigate through different market environments and achieve their financial goals.
Financial Advisor Disclosures to Know
Phillips Financial Strategies LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have no disclosures of any disciplinary actions or regulatory sanctions on their record.