Phillips Financial Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients wealth by seeking to deliver an unprecedented level of personalized service and expertise.
At Phillips Financial Management, we are fiduciaries and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence and solely in our client's best interest. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us.
At Phillips Financial Management, we are fiduciaries and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence and solely in our client's best interest. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us.
Services
Phillips Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.
Kevin S. Phillips is President of Phillips Financial Management, an independent financial services firm located in North Phoenix, Arizona. He and his team provide comprehensive financial analysis in the areas of retirement and wealth. Michael Phillips is an investment advisor representative for Verus Capital Partners, LLC and Certified Financial Planner for Phillips Financial Management since 2010.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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