Finding a trustworthy partner who can help chart a course for your financial future is invaluable. Enter Phillips Financial. With over 50 years of experience serving clients in northeast Indiana, Ben J. Langel, CFP®, CPA (Inactive) and co-owner, says part of the secret behind the company’s success is the distinctive processes it provides to help people see and feel the future of their financial decisions before they make them.
Phillips Financial, once a small, family-owned financial services practice, has grown with intention into a multi-disciplinary planning organization, employing a team of over 25 associates. What sets it apart is its three-pronged approach:
1. Careful ConversationsTM and Informed Decision Making
The firm’s guiding mission is to facilitate Careful ConversationsTM – asking enough of the right familial and financial questions to uncover glove-fit solutions.
“We put it on paper, creating a living, breathing document,” Langel adds. For a plan to retain its integrity, it requires continuous, proactive attention. The plan needs to be recalibrated on a consistent basis. This document then acts as a roadmap to assist clients in making informed financial decisions.
2. Playing it Forward
“Play it forward” is not just a motto at Phillips Financial; it’s a guiding principle. People make great decisions as long as they’re presented with appropriate alternatives. The challenge is that most people need help uncovering those alternatives. “Playing it forward is about helping clients see and feel the future of their financial decisions before they make them,” Langel explains. “It’s the difference between things you’ve thought about, and how it feels once you’ve fully thought it out.”
3. Keeping All Fee Cards Face Up
Phillips Financial takes pride in fee transparency. Its fee-based model ensures customers will know what they’re paying, how much they’re paying and why they’re paying for services.
Guiding a Bright Financial Future
In today’s world, financial planning takes center stage. Phillips Financial doesn’t just provide financial advice; it serves as a friendly thumb in the back, ensuring individuals and businesses reach their long-term goals, empowering them to find fulfillment beyond money.
“Helping our clients achieve financial freedom to pursue life’s second or greater purpose — whether that’s cementing a family legacy, exploring the world or giving back to the community, is the linchpin,” Langel says. “That’s what motivates and drives us.”
This material is for informational use only and should not be considered investment advice. Phillips Financial Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Phillips’ investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Address: 6920 Pointe Inverness Way, #230, Fort Wayne, Indiana 46804
Phone: (260) 420-7732
Products & Services: Financial Planning, Asset Management, Insurance Management, Employee Benefits, Retirement Plans, Risk Management