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.
Account Access

View Your Personal Accounts



Personal Folders

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

His and Her Uncertainty

By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

More Newsletters →