Our Firm

Founded by CERTIFIED FINANCIAL PLANNER^TM practitioner Lynn Phillips-Gaines,  Phillips Financial  sets the standard of quality throughout the industry. Every advisor associated with Phillips Financial has earned the CERTIFIED FINANCIAL PLANNER^(TM) certification; must meet the continuing education requirements set by the Certified Financial Planner Board of Standards. Phillips Financial represents the best interest of the client. A network of CPAs, attorneys, and estate planners offer expertise to assist the Phillips Financial client in accomplishing the most intricate matters.

The financial planning process begins with The Goals Clarification consultation.  During this meeting, the planner will seek to understand the following:  

• the client's previous experiences and history
  
• the unique fears and risk tolerances 
  
• the strengths of the client situation
  
• the opportunities which lie ahead for the client
  
• the people of importance to the client
  
• the client's values
  

All services and fees are discussed and hopefully any questions about the process are answered during this initial meeting.  

The next step could be a comprehensive financial plan or an investment portfolio package.

Once a client of Phillips Financial, meetings are held frequently to keep the client informed, as well as to keep both client and advisor are on track in the accomplishment of goals. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.

Securities and Investment Advisory Services offered through Raymond James Financial Services, Inc. Member FINRA/SIPC