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Boyd Phillips, CLU®
Where Families and Business Grow for Future Generations.

Financial Planning With
A Personal Touch

 

Welcome To Phillips Financial Group

Our financial planning approach is a comprehensive financial planning process designed to help coordinate and orchestrate the many aspects of a client's financial life into a cohesive whole. The objective is to give a better sense of where they are, where they want to go, and how to get there.

Helping Familes and Businesses Grow 

Welcome To Phillips Financial Group.Our financial planning approach is a comprehensive financial planning process designed to help coordinate and orchestrate the many aspects of a client's financial life into a cohesive whole. The objective is to give a better sense of where they are, where they want to go, and how to get there. 

 
 

LIFE INSURANCE OPTIONS

Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.

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PREPARE FOR RETIREMENT

We realize that preparing for retirement is easier with the help of lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it..

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INVESTMENTS AND MORE

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies.

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Calculators

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Newsletters

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

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