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SmartVestor Approved

Phillips Financial Advisors is a SmartVestor Pro through Dave Ramsey

SmartVestor Approved

Phillips Financial Advisors is SmartVester Pro Certified by Dave Ramsey

What Does it Mean To Be a SmartVestor Pro?

I Agree to the SmartVestor Code of Conduct
I believe everyone deserves access to solid, professional investing guidance.  I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I Provide a Refreshing Twist on Financial Planning
I have the heart of a teacher, not the attitude of a salesman.  I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I Care About Your Future
I’m more than a “financial planner” – I’m someone you can relate to and share your dreams with. I fit your investments into your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Congratulations on taking control of your financial life! Whether you attended Financial Peace University or read The Total Money Makeover, you are now looking for a financial advisor who can help you implement the strategies you learned from Dave Ramsey. Phillips Financial Advisors is equipped with the information and tools needed to help you break the chains of debt, save for emergencies, invest and build a future of wealth and generosity.

Whatever stage of your financial life you are in today, the experienced professionals at Phillips Financial Advisors are pleased to offer complimentary, no obligation consultations to help you understand how we can help you reach your financial goals. When you schedule with us, you won’t be visiting with a sales person; instead, you will meet with a registered professional with the heart of a teacher who has the education and experience to understand your situation no matter how simple or complex.

James Phillips

I’ve been selected as a SmartVestor Pro because I’m committed to helping you achieve your long-term investing goals

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SmartVestor is run through Ramsey Solutions and the following public personalities:

Dave Ramesey

Chris Hogan

Chris Brown

Rachel Cruze

Dave Ramesey

Chris Hogan

Chris Brown

Rachel Cruze

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