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.

Financial Planning Month is the perfect reminder to take a step back and look at the bigger picture. Your financial life...
10/01/2026

Financial Planning Month is the perfect reminder to take a step back and look at the bigger picture. Your financial life is made up of many moving parts, and a comprehensive plan helps ensure those pieces work together, providing clarity, direction, and a roadmap for the future. The strongest plans are built with both today's priorities and tomorrow's goals in mind, helping you stay focused on what matters most at every stage of life.

Empower your decisions with guidance: https://www.lodifinancial.com/contact

Unexpected events can happen at any stage of life. A well-prepared financial plan includes more than investments. It sho...
09/28/2026

Unexpected events can happen at any stage of life. A well-prepared financial plan includes more than investments. It should also address emergency savings, beneficiary designations, insurance coverage, and legacy planning. We're here to help you assess whether your plan is ready for the unexpected.

We are here to help: https://www.lodifinancial.com/contact

One of the simplest estate planning checkups can also be one of the most impactful. A few minutes now may save confusion...
09/25/2026

One of the simplest estate planning checkups can also be one of the most impactful. A few minutes now may save confusion and complications later.
Empower your decisions with guidance: https://www.lodifinancial.com/contact

Your estate plan may not work the way you think. Learn why certain account beneficiaries can take precedence over the wi...
09/22/2026

Your estate plan may not work the way you think. Learn why certain account beneficiaries can take precedence over the wishes outlined in your will and what steps you can take to keep everything aligned.

Read the blog: https://www.lodifinancial.com/recommended-reading

College Savings Month is a great reminder that preparing for a child's future doesn't have to fall on parents alone. A 5...
09/21/2026

College Savings Month is a great reminder that preparing for a child's future doesn't have to fall on parents alone. A 529 plan can provide an easy and meaningful way for grandparents, relatives, and friends to contribute toward education goals while helping create a lasting family legacy.

Empower your decisions with guidance: https://www.lodifinancial.com/contact

A meaningful charitable legacy is not defined by today's priorities alone. By helping families align their values, clari...
09/18/2026

A meaningful charitable legacy is not defined by today's priorities alone. By helping families align their values, clarify their vision, and prepare future stewards, we can create a foundation for giving that remains relevant and impactful for years to come.

Empower your decisions with guidance: 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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