Phillips Financial Group, LLC | Marion, NC

Boyd Phillips, CLU®
Where Families and Business Grow for Future Generations.

Conquer Your Financial Everest

Guiding you safely on the journey of wealth management

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Meet Our Founder

Welcome

To climb a mountain safely, you have to be prepared, have a plan, and expect the unexpected along the way. Every detail is important, and having an experienced guide by your side can help ensure your journey is a success.

Managing your wealth is not that different. It comes down to proper planning, preparation, and having someone by your side to help you stay on the path to financial peace and security. Here at Phillips Financial Group, we help our clients scale their financial mountains safely and successfully. It’s not just about getting to the top, but planning for your descent as well, keeping you and your family protected in the long run no matter what twists and turns you encounter.

Our approach is highly-personalized, and you can rest assured that we’ll take the time to get to know you and make sure you have clarity about your options and feel comfortable during each step of the financial planning process. We’ll educate you on all the paths available for your specific situation, and help you walk away feeling empowered for the journey ahead.

“Don’t check the depth of the water with both feet.”

We know you’re making an important decision in choosing the right guide to help you conquer your financial Everest. While we’re confident that we can help you optimize and protect your wealth, we encourage you to take your time and ask questions, and we’ll be ready to start your journey when you are.

Our Expertise

Retirement Solutions

Retirement should mean a new phase of life, not the end of a lifestyle. While you’re building your business and your life in the present, you want to make sure your wealth is building a future for you and your loved ones. We’ll help by developing personalized solutions for your retirement goals, so you can rest assured that you’ll be taken care of.

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Personal Solutions

We provide individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.

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Business Solutions

We offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.

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PFG Financial
Success Formula

Money × Rate of Return × Time = Growing Money

While the formula for growing money is simple, it has many underlying complexities. Some are in your control, some aren’t. For example, the rate of return is mainly determined by external factors. However, the amount of money you bring to the table and the time frame in which you choose to act can be completely determined by how much planning you do. No matter where you’re at or how well you’ve planned, we’re here to come alongside you to help you make wise financial decisions that can set you up for success.

Our 8 Step Process Wheel

How We Do It

Our financial planning approach is a comprehensive process designed to help coordinate and orchestrate the many aspects of a client's financial life into a cohesive whole. The objective is to give a better sense of where they are, where they want to go, and how to get there. It all starts with a one-on-one personal review of your situation so we can assess what solutions are best for you. Then we'll work together to develop, implement, review, and optimize your plan over time to make sure you stay on the right track.

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