Products & Services

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

• Bonds
• Brokerage Accounts
• Traditional IRA
• Roth IRA

• SEP IRA
• Simple IRA
• Variable Annuity
• Mutual Funds
• ETF’s

• Advisory Accounts
• Separately Managed Accounts
• Fixed 
  Annuities

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

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