Approach

Our Approach

 

We Love Working With New Clients

At Phillips Financial Group, we value open, two-way communication. It's one of the fundamentals of a strong business relationship.

Our Approach 

When partnering with Phillips Financial Group creating an insurance and financial plan is a two-way street. Having open communication and candor is a must. Let us know what your expectations are so we can better serve your needs.


Get acquainted: Contact me to arrange an appointment. With a one-on-one personal review of your situation we can assess what products and services are best for you. This is not a one size fits all situation. 


Educate your advisor:  Be open and honest in providing information. I cannot assume nor am I in the business of reading minds. Communication is key.


Educate yourself: Be inquisitive and ask lots of questions. Ask me for details and explanations on how  products work.  Be hungry for answers.  You'll gain the collective experience of an entire practice committed to raising the bar on client service.


Make it a team effort: Working together, listening carefully to all recommendations, but remember, all final decisions are yours to make.  You and only you have to be comfortable with the outcome.

 
 

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