Phillips Financial

Phillips Financial Wealth Management, Financial Planning, Tax Planning, Retirement Planning, Insurance Services

Useful Websites: https://www.lodifinancial.com/useful-websites

About Phillips Financial

We are dedicated to providing investment management and strategic wealth planning that is right for you. As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations

and monitor your progress. A comprehensive planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to take your needs into account now, and that plans for the future, in a tax efficient manner.

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and longterm financial support fo...
05/29/2026

It’s 529 Day! A reminder that planning ahead can open doors to education, opportunity, and longterm financial support for those you care about most.

Start a conversation: https://www.lodifinancial.com/contact

Congratulations to the Class of 2026 and all our Lodi graduates! 🎓✨ Your hard work, resilience, and dedication have brou...
05/28/2026

Congratulations to the Class of 2026 and all our Lodi graduates! 🎓✨ Your hard work, resilience, and dedication have brought you to this milestone, and we can’t wait to see where your next chapter leads. Wishing you continued success as you pursue your goals and dreams.

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our count...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and selflessness will never be forgotten.

This Older Americans Month, we honor the wisdom, experience, and values passed down through generations. We’re proud to ...
05/18/2026

This Older Americans Month, we honor the wisdom, experience, and values passed down through generations. We’re proud to support retirees as they protect what they’ve built and continue shaping the lives of those who follow.

Let’s grow something lasting together: https://www.lodifinancial.com/contact

Address

1920 Tienda Drive Suite 202
Lodi, CA
95242

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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