Business Financial Planning can be a daunting thought. Phillips Financial Advisors help ease your worries and help you put your business in a good spot to take on the unexpected tomorrow in the world today. PFA looks at the long-term goals that your business has set and works as a partner to ensure those goals can withstand whatever comes tomorrow.
Our process involves examining where the money for the business is coming from and where it’s going, as well as where it could be going to better support the company. Our team looks at everything from potential investments into the business to insurance policies that will help protect the company in the event of disaster. We even help you come up with a succession plan to determine what will happen to the business if something happens to you or you decide to retire.
