About : Phillips Financial Group, LLC | Marion, NC


About Phillips Financial Group


About Phillips Financial Group

Are you feeling overwhelmed with the markets ups and downs?  Are you feeling bombarded with information and baffled by the choices available for retirement planning?  Clients benefit from an indepth assessment process to determine their needs and concerns.  We can provide a custom designed strategy for the road ahead.

Our Approach

We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. So how do we get started?

Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties. We'll try our best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.

Ask lots of questions: Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.

You make the decisions: While this is very much a team approach, there's never any doubt who is in charge. We'll analyze your needs, review your coverage, and supply all the information. But every decision is completely up to you.

Call For More Info

Call us today at 828-652-8559 to discuss the many ways Phillips Financial Group can help you see the way to a brighter financial future.



Addressing the needs of Individual Investors and Planting the seeds for a secure future. Our mission is to provide client-centered services with honesty and integrity. An insurance and investment practice that serves our community with the highest standards of ethics, knowledge and productivity. 



We are committed to assisting individuals and businesses with the miracle of Life Insurance, putting in place comprehensive financial and estate plans that will cross generations. That's why every action we take has one fundamental goal in mind, To Serve The Needs Of Our Clients.



When partnering with Phillips Financial Group, you'll gain the collective experience of an entire practice committed to raising the bar on client service. You'll also acquire a trusted advisor who provides one-on-one, personalized service for all of your insurance and investment needs.