About us

Our company is based on the principle that education and understanding of your current financial situation is vital to making educated, tax sensitive investment and retirement decisions. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (209) 367-0868. Securities and advisory services offered through LPL Financial, a registered investment adviser, member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, FL, ID, KY, LA, MA, MI, MO, MT, NC, NV, OH, OR, SC, TN, TX, VA, WA, WY Fee-based investment advisory services available only to residents of: CA, TX. Phillips Financial is licensed to sell insurance products in the states of: AK, AZ, CA, FL, ID, OR, TX, WA.