Phillips Financial Group

Where Families and Businesses Grow for Future Generations.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Boyd Phillips is a licensed agent with New York Life Insurance Company in the states of NC and TN. He is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer 625 S. Gay Street, Suite 400, Knoxville, TN 37902; 865-523-0741. In this regard, this communication is strictly intended for individuals residing in the states of NC and TN. No offers may be made or accepted from any resident outside the specific state(s) referenced. "Phillips Financial Group" is not owned or operated by NYLIFE Securities LLC or its affiliates.
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Free to Retire

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Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

The Coming Retirement Boom

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The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

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