Rick Phillips Email & Phone Number

Phillips Financial Services created a distinctive approach to planning for and managing one’s financial, estate and business affairs. It allows successful individuals and families to eliminate the stress and complexity embedded in traditional planning approaches.All of our clients, before they become our clients, have addressed their affairs and many have existing advisory relationships. Yet they come through our door with stress and uncertainty as to whether they are doing the best they can with what they have. Working with a client’s existing advisors, we bring a distinctive methodology to planning that we call Careful ConversationsTM. In our process, we ask enough of the right questions – financially and relationally – to help ensure that any planning you consider is designed through a lens of your family’s unique make up. Together we contemplate your family, your employees and your life’s work knowing that embedded in your proudest moments lays the wisdom for your own best choices.

Listed skills include Financial Planning, Retirement Planning, Social Security Election Strategies, Investment Management, and 7 others.

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  Depauw University

  English Literature