PhaseFinancial LLC

PhaseFinancial LLC Managing your investments so you don't have to! We assist with IRA rollovers and financial planning

Yesterday we had the privilege of interacting with Juniors and Seniors from Greensburg and Decatur County Schools at the...
02/19/2026

Yesterday we had the privilege of interacting with Juniors and Seniors from Greensburg and Decatur County Schools at the Opportunity Expo, talking to the future work force about their future aspirations and what Phase Financial offers our community. Thank you to the Greensburg JAG Program for inviting us and putting this event on for our community!

We really enjoy interacting with the 8th graders! What a great event!
09/24/2025

We really enjoy interacting with the 8th graders! What a great event!

06/25/2025

Big shout out to PhaseFinancial LLC for their support of the Lady Pirates Golf Team. Thank you so much.

At Phase Financial, we don’t believe in one-size-fits-all strategies. Your life is unique—and your financial plan should...
06/19/2025

At Phase Financial, we don’t believe in one-size-fits-all strategies. Your life is unique—and your financial plan should reflect that.

Whether you’re changing careers, planning for retirement, or simply trying to make smarter day-to-day decisions, we walk with you through each phase.
We listen. We educate. We simplify. And we do it all with your goals and values at the center.
Let’s talk about what matters most to you. Contact us today!
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Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

06/19/2025

🚁August forecast? 100% chance of raining golf balls. Stay ready. 🚁

We’re going BIG for the big 4-0, and now it’s YOUR chance to win BIG too! Don’t miss our first-ever Phase Financial Helicopter Ball Drop at the 40th Annual Summer Day of Golf “FUN”draiser on Friday, August 1!

This year, we’re dropping hundreds of numbered golf balls from a Huey Helicopter - each ball is a ticket to win. The ball that lands closest to the target takes home HALF the pot, and you don’t even have to be there to win!

🎟️ Ready to play? Golf balls are just $10 for one or $25 for three - and there’s no limit to how many you can buy! The more balls sold, the bigger the prize grows.

💸 Payment details:
• Cash or check only - no credit cards will be accepted.
• Purchase in advance online at https://www.greensburgchamber.com/events/details/40th-annual-golf-fun-draiser-phase-financial-helicopter-ball-drop-4068, by emailing [email protected], or by calling (812) 663-2832.
• If you’re attending the golf outing (which we highly recommend!), you can also buy your balls the morning of the event during registration.
• Payment remittance details are available on our website at the link above.

🎉 Powered by a Huey Helicopter and proudly sponsored by Phase Financial, proceeds from this unforgettable event supports the GDC Chamber’s mission to grow local businesses and strengthen our community.

So, what are you waiting for? Purchase your golf balls today!

Questions? Email [email protected] or call 812-663-2832

Gaming License #: 016279 | IGC Ref #: 162890

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What’s the Difference Between Tax-Deferred and Tax-Free? // When it comes to saving and investing, tax treatment matters...
06/13/2025

What’s the Difference Between Tax-Deferred and Tax-Free? //

When it comes to saving and investing, tax treatment matters. Here’s a quick breakdown:

🔹 Tax-Deferred
You postpone paying taxes until you withdraw the money.
Common examples: Traditional IRA, 401(k)

🔹 Tax-Free
You pay taxes upfront, but withdrawals (including earnings) are tax-free in retirement.
Common examples: Roth IRA, Roth 401(k)
Knowing the difference can impact how much you keep in the long run.

Want to understand which option may fit better into your long-term strategy? We’re here to help you explore the pros and cons.
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Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

What Does Being a “Fiduciary” Mean? // For us, it means putting YOU first—always. 👏 At Phase Financial, we’re legally an...
06/10/2025

What Does Being a “Fiduciary” Mean? //

For us, it means putting YOU first—always. 👏 At Phase Financial, we’re legally and ethically committed to acting in your best interest. No hidden agendas. No pushy sales. Just clear, personalized advice to help you reach your goals with confidence—like helping a single mom turn an inheritance into a secure future for her family. 💼💙

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Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

🌞 Summer is right around the corner, and it’s easy for extra expenses to sneak up. Vacations, home projects, and activit...
05/24/2025

🌞 Summer is right around the corner, and it’s easy for extra expenses to sneak up. Vacations, home projects, and activities can add up quickly if you're not prepared.

Kelby Owens at Phase Financial helps clients plan ahead so that summer fun doesn’t mean sacrificing long-term goals like saving for retirement, college, or emergencies.
✔️ Create a flexible summer budget
✔️ Prioritize savings alongside seasonal spending
✔️ Keep your bigger financial picture in focus

A little planning now means more enjoyment—and fewer regrets—later. Let’s make your summer plans work hand-in-hand with your financial goals!

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Graduation season is here! As students celebrate new beginnings, many families are thinking about the rising costs of ed...
05/16/2025

Graduation season is here! As students celebrate new beginnings, many families are thinking about the rising costs of education.

At Phase Financial, Kelby Owens helps families prepare early with strategies like:
✔️ Setting up or maximizing 529 College Savings Plans
✔️ Balancing college funding with retirement goals
✔️ Understanding financial aid options vs. savings advantages

A solid college savings plan can make all the difference for your child’s future—and your peace of mind. It’s never too early (or too late) to start.

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Life can change in an instant. Whether it's a career shift, an unexpected expense, or a family milestone, your financial...
05/08/2025

Life can change in an instant. Whether it's a career shift, an unexpected expense, or a family milestone, your financial plan should be ready to adjust when you are.

At Phase Financial, Kelby Owens works alongside you to create flexible financial strategies that grow and shift with life’s changes—because staying prepared is just as important as planning ahead.
Is your financial plan ready for the unexpected? Kelby can help you take the next step with confidence.

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

At Phase Financial, we believe financial planning isn’t one-size-fits-all. That’s why we offer personalized solutions to...
04/30/2025

At Phase Financial, we believe financial planning isn’t one-size-fits-all. That’s why we offer personalized solutions to help you navigate every phase of life with confidence.

✔️ Investments & Financial Planning – From building wealth to securing retirement, we create customized strategies based on your goals.
✔️ Life & Health Insurance – Protect what matters most with the right coverage for you and your family.
✔️ Legacy & Estate Planning – Ensure your hard-earned assets benefit future generations with smart planning.
Whether you're just starting your financial journey or fine-tuning an existing plan, we're here to guide you. Let’s create a strategy that works for you.

📞 Contact us today to take the next step toward financial security.
–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Earlier this month, we had the privilege of celebrating the addition of an exciting new business in Greenburg! Phase Fin...
04/22/2025

Earlier this month, we had the privilege of celebrating the addition of an exciting new business in Greenburg! Phase Financial’s very own Caleb Robertson attended the Chamber of Commerce ribbon cutting for Kingdon Dugouts, a new, family-run athletic facility right here in Greensburg! A place for both individuals and teams, Kingdon Dugouts offers five batting cages for baseball and softball, as well as fielding practice areas and strength and agility zones. We are excited for Kingdon Dugouts and the impact it will have on our community by providing local student athletes coaching, training, and encouragement.

Thank you to the Chamber of Commerce for another great ceremony and congratulations to the Eichers on the opening of Kingdon Dugouts! We were honored to be a small part of your big day!

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Address

125 N BROADWAY Street
Greensburg, IN
47240

Opening Hours

Monday 9:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18123711093

Website

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