How does the advisor help clients – Key Takeaways:
Phillips Financial is a leading financial services firm that provides comprehensive wealth management solutions to clients across the country. With a team of highly experienced and knowledgeable advisors, Phillips Financial is committed to helping individuals and businesses achieve their financial goals and objectives.
- Personalized approach to financial planning
- Diverse range of services to meet clients’ unique needs
- Expertise in various areas of financial management
- Trusted partner for clients in making well-informed decisions
Facts and Insights
Phillips Financial has been in business for over 20 years, providing trusted financial advice and services to clients. The firm has over $500 million in assets under management and has a team of over 50 experienced and certified financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 20+ years |
Financial Services Offered
Phillips Financial provides a wide range of financial services to help clients achieve their financial goals and objectives. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Stocks, bonds, and mutual fund selection
- Insurance and risk management
- College savings plans
- Business planning and succession
Client Types
Phillips Financial caters to a diverse set of clients, including individuals, families, and businesses. The firm offers specialized services to meet the unique needs of each client, regardless of their stage in life or business.
Fees & Compensation
As a fee-only financial advisor, Phillips Financial is committed to providing transparent and unbiased services to its clients. The firm charges a percentage of assets under management, which is agreed upon with the client prior to engagement. This ensures that the interests of the firm align with those of the client, as they are both focused on growing the client’s assets.
Background
Phillips Financial was founded over two decades ago with the aim of providing top-notch financial services to clients. The firm prides itself on its team of highly experienced and knowledgeable advisors who have expertise in various areas of financial management. The advisors at Phillips Financial go through rigorous training and continuous education to ensure they are up to date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Phillips Financial is legally obligated to disclose any potential conflicts of interest to its clients. The firm also adheres to all regulations and requirements set forth by the Securities and Exchange Commission (SEC) and other regulatory bodies. Clients can rest assured that their interests are always put first at Phillips Financial.