Phillips & Associates Financial, LLC

Phillips & Associates Financial, LLC I specialize in an array of insurance and investment products, services, and planning to help you me

12/06/2024

Indiana residents: looking for tax breaks?Kill two birds with one stone by investing in a 529 college savings account for your kids. Contributions made before year end to the Indiana sponsored plan qualify for a state tax credit. Let’s talk about your options 

07/28/2024

Do you have one or more retirement accounts (401(k), 403(b), pension, etc.) still with a former employer? Let’s talk about rollover options, and getting these accounts back under your control. 

03/13/2024

If anyone locally is planning on going to the Michiana home show at the Century center in South Bend this weekend, let me know. I have lots of extra passes that will save you the cost of admission. 

03/27/2023

There’s only a little over two weeks left to make your 2022 IRA contributions. If you would like to learn about your options, or open a new account, let’s talk soon!

03/05/2023

If you died tomorrow, how would your family be affected? Would they have to get additional jobs? Delay or forego college for the kids? Sell the house? Let’s talk about life insurance so none of these things ever become a reality.

12/22/2022

I am in the process of relocating to a new office space. I will be unavailable through the end of 2022 for any meetings. My hope is to have my new office space fully functional and up and running shortly after the first of the year. Hope everyone has a safe and happy holiday season!

12/08/2022

If anyone in the Laporte area knows of any office space for rent, I have been informed that I have to vacate my current office within the next several weeks. Any leads or contact information would be immensely appreciated

11/23/2022

It’s never too early or too late to start saving for your retirement. Let’s talk about what the best options are for you.

10/07/2022

As Americans, our instinct to buy absolutely everything on sale… Except our investments. As those quarterly statements start rolling in, and you see another 10%+ decline, consider that the markets are basically in a 25% off sale from a year ago. If you’re investing for the long-term, it’s a great time to get money off the sidelines and working for you. Let’s talk about your options!

Address

101 W 18th Street
Laporte, IN
46350

Telephone

+12193242400

Website

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