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Rick Phillips
Managing Partner at Phillips Financial Management, LLC
Seasoned financial expert guiding high net worth individuals
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Location
Fort Wayne, Indiana, United States, US
Skills
- Financial Planning
- Retirement Planning
- Social Security Election Strategies
- Investment Management
- Employee Benefits
- Show all
Bio
Generated by
Topline AI
Rick Phillips is a seasoned financial expert with over 43 years of experience in managing wealth, providing strategic planning, and guiding high net worth individuals. He has a strong background in financial planning, retirement planning, and investment management, with a proven track record of delivering tailored solutions to clients. As Managing Partner of Phillips Financial Management, LLC, he has led the firm since its founding in 1981.
Experience
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Phillips Financial Management, LLC
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Fort Wayne, Indiana Area
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Managing Partner
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1981 - Present
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Fort Wayne, Indiana Area
Phillips Financial was founded over 50 years ago by Richard Phillips, Sr. Through many Careful Conversations within the firm and alongside the community of Fort Wayne, we diligently model the same behaviors we hold steadfast with our clients: leadership, vision, and preservation of a life's ...
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Education
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1975 - 1979DePauw University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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