Products & Services At Phillips Financial, we provide assistance in the following areas: Investment Services BondsBrokerage AccountsTraditional IRARoth IRASEP IRASimple IRAVariable AnnuityMutual FundsETF’sAdvisory AccountsSeparately Managed AccountsFixed Annuities Financial Planning Retirement PlansTax Plans401 (k) Planning403 (b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing Plans Insurance Disability Income InsuranceLife InsuranceLong Term Care Insurance