Phillips Financial Group, LLC
Our financial planning approach is a comprehensive financial planning process designed to help coordinate and orchestrate the many aspects of a client's financial life into a cohesive whole. The objective is to give a better sense of where they are, where they want to go, and how to get there.
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.
Address: 195 South Main Street, Suite A, Marion, NC 28752, USA
Phone: +1 828 652 8559
FAX: +1 888 227 5930
