K-Vin Investments

At Phillips Financial Management, we understand that achieving financial success requires a personalized approach that takes into account each individual's unique goals, needs, and circumstances. Our team of experienced financial professionals is dedicated to providing customized financial solutions that help our clients achieve their financial objectives.

As an independent financial planning and investment firm, we specialize in creating personalized financial plans that cater to the diverse needs of our clients. Our comprehensive financial planning services encompass a wide range of areas, including retirement planning, estate planning, investment management, insurance planning, and tax planning.

Our Philosophy

At Phillips Financial Management, we believe that every individual deserves personalized attention and guidance to achieve their financial goals. We are committed to providing exceptional service, transparency, and expertise to our clients. Our team of experienced financial professionals is dedicated to helping our clients achieve financial stability, security, and success.

Our Services

We offer a wide range of financial services designed to help our clients achieve their financial goals. These services include:

• Comprehensive Financial Planning: We work closely with our clients to understand their financial goals and develop customized financial plans that cater to their unique needs and circumstances.
• Investment Management: Our investment team is dedicated to helping our clients achieve their investment objectives by providing expert investment advice and portfolio management.
• Retirement Planning: We understand the importance of planning for retirement and offer personalized retirement planning services to help our clients achieve their retirement goals.
• Estate Planning: We help our clients plan for the transfer of their assets to future generations and provide guidance on estate tax planning and probate.
• Insurance Planning: We provide expert advice on insurance planning, including life insurance, disability insurance, and long-term care insurance.
• Tax Planning: We offer tax planning services to help our clients minimize their tax liability and maximize their tax savings.

Our Team

At Phillips Financial Management, we are proud of our team of experienced financial professionals who are dedicated to helping our clients achieve their financial goals. Our team includes:

• Kevin S. Phillips, President and Investment Advisor Representative
• Michael A. Phillips, Certified Financial Planner
• John G. Glaudel, Investment Advisor Representative

Client Center

Our Client Center is designed to provide our clients with easy access to their financial information and to the services we offer. Through our Client Center, clients can:

• Access their financial statements and account information
• View market performance and investment updates
• Request financial planning and investment advice
• Contact our team of financial professionals

Insights

At Phillips Financial Management, we believe in the importance of ongoing education and knowledge sharing. Our Insights section is designed to provide our clients with valuable information and insights on a wide range of financial topics, including retirement planning, estate planning, investment management, and more.

Contact Us

We invite you to explore our website and learn more about the services we offer. If you have any questions or would like to schedule a consultation, please do not hesitate to contact us. We look forward to serving you.