Welcome to Phillips Financial Partners

At Phillips Financial Partners, we focus on one thing above all — helping you preserve what you’ve built and create a retirement that feels safe, steady, and secure.

We believe retirement should be about confidence, not concern. That’s why our approach is centered around protection, income, and peace of mind — not market speculation or risk you can’t afford to take.

Your savings should work for you — without unnecessary risk.
We help you explore options that offer growth with protection, ensuring your money is positioned to weather market changes while supporting the income you’ll rely on in retirement.

It’s not about chasing returns. It’s about preserving what matters most.
 

The biggest threat to a retirement plan isn’t always the market — it’s the cost of care.
We design custom long-term care strategies to help protect your savings, your independence, and your family from the financial and emotional strain of extended care needs.

Life insurance isn’t just about protection — it’s about possibility.
From legacy planning to tax-advantaged accumulation, we help you understand how modern life insurance can protect your loved ones and strengthen your retirement plan.

Medicare can be confusing — but it doesn’t have to be.
We help you navigate your options, compare plans, and choose coverage that fits your health needs, lifestyle, and budget.

Our goal is simple: to help you build a retirement that’s safe, sustainable, and aligned with your goals.
We take the time to educate, guide, and serve — so you can move forward with confidence, knowing you’ve done the right things, the right way, for the right reason.