At Phillips Financial Strategies, we provide professional assistance and advisory services to meet personal, business, and organizational needs:

Individuals and Couples

Businesses

Nonprofits

 

 

 

 

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Nonprofits Have Unique Needs

Nonprofits, which may include charitable organizations, foundations, associations, religious institutions, and a variety of philanthropies, have some unique needs as well as opportunities when it comes to managing donated funds, sustaining and protecting wealth for future generations, and setting up and managing legacy tools for planned giving.

Request an appointment today for a complimentary consultation about your group's unique interests and needs.