A highly desired, and not-easy-to-achieve designation that ensures we're always improving ourselves and our knowledge so we can serve you better. As independent financial advisors and fiduciaries, our responsibility is to you and only you. We never sell you anything or earn any commissions. These cases studies are hypothetical, and do not involve Life
Lucas Peczek —
Positive: Professionalism, Quality, Responsiveness, Value
I've been working with Ben Fredlake at Life Managed for only
(1) (1)
(480) 598-9960
ProFocus tailors financial plans to your lifestyle. We assist our clients in identifying clear and concise goals. We love to share insight and experiences that bring financial benefit to the lives of our clients! Selected as one of America's top Financial Planners by The Consumer Research Council of America.
We pride ourselves in high-quality customer
Catalina Lukavsky —
My husband and I have known Michael Smith before he started Pro focus. He is extremely knowledgeable, helpful, and a compassionate
I work with investors who are striving to achieve their dreams of success. For some, it means passing a successful legacy to children and grandchildren. To others, it means participating in charitable and philanthropic work. To business owners, it means growing their small business and positively contributing to their community.
My practice was built
Katalina Kaki C. —
The WORST investment company, advisor, and manager I have ever dealt with in 30 years of doing business. Since Larry retired
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
No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced professionals. We know that retirement planning and financial planning can be complicated, but we also know our business.
Our years of experience allow us to provide
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