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 an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NC, TN, KY, IN and VA. No insurance business may be conducted outside the states referenced.


Boyd Phillips is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NC, TN and IN. No offers may be made or accepted from any resident outside the specific states referenced.


^Boyd Phillips is also separately registered as an investment adviser representative offering  advisory services through Eagle Strategies LLC, a Registered Investment Adviser in the states of NC, IN and TN. As such, these services are strictly intended for individuals residing in these states. 


Phillips Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.


Neither Phillips Financial Group its employees nor Eagle Strategies LLC, or its subsidiaries and affiliates, offers provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.


 
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