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Products & Services

At Phillips Financial, we provide assistance in the following areas:

Investment Services

  • Bonds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity
  • Mutual Funds
  • ETF’s
  • Advisory Accounts
  • Separately Managed Accounts
  • Fixed 
    Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance