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Phillips Financial Advisors Services

Phillips Financial Advisor’s array of services provide you and your company the expertise and knowledge from our team to direct your company to financial success. Our team partners with you to establish goals and priorities then find a plan that works for you to reach your target.

Business Accounting

Our team identifies, records, and communicates the economic events of your company and relay them to you to reach your business financial goals.

Tax Preparation & Planning

The Phillips Financial team prepares and files your organization’s tax return so you have no stress during tax season!

Personal Financial Planning (CFP®)

Personal financial planning usually involves PFA helping create a personal budget, planning for upcoming taxes, and setting up a savings and debt management plan.

Business Financial Planning

Our team uses expertise and business knowledge to look at the bigger picture and create a company’s budget, tax plan, and savings plan.

Buying & Selling a Business

The Phillips Financial team understands that buying or selling a business can seem overwhelming and can make you feel lost. We help take the financial stress load and put it on our shoulders!

Certified Fraud Examinations (CFE)

Our team is experienced and accredited to identify and warn your company of fraud so you do not fall victim and put your company’s assets in danger.

Family Office

Family office services provides comprehensive financial management of resources. The services are tailored to the needs of each family and can include budgeting, charitable giving, family-owned businesses, wealth transfer and tax planning.