About Dori Phillips
Dori Phillips, founder and CEO of dp Financial Services, began her journey in the insurance industry in 1987, driven by a passion to empower individuals and businesses to achieve financial security. Guided by her background in finance and accounting, Dori built a deep understanding of insurance solutions across various sectors. With licenses encompassing Accident & Health, Property, Casualty, and Life Insurance, she has become a trusted advisor for numerous individuals and businesses in Utah and beyond.
Our Expertise
dp Financial Services offers a comprehensive range of financial and insurance services to individuals, families, and businesses. We collaborate with clients to identify their unique needs and goals, then tailor solutions that address their specific situations. Our team of experienced professionals specialize in areas such as:
Business Planning & Strategy
- Developing and implementing strategic business plans
- Succession planning and transition strategies
- Financial risk assessment and mitigation
Estate & Legacy Planning
- Goal-driven estate planning
- Trust establishment and management
- Asset protection strategies
Investment & Insurance Solutions
- Comprehensive portfolio analysis and optimization
- Life insurance planning and risk management
- Health and dental insurance solutions
Our Approach
At dp Financial Services, we believe in:
- Client-centered approach: We prioritize understanding your unique needs and concerns to tailor our solutions.
- Transparency and communication: We provide clear and concise explanations of your options and the associated risks and rewards.
- Long-term partnerships: We are committed to building enduring relationships with our clients to support their evolving needs over time.
Our Commitment
Our dedicated team is committed to delivering personalized attention, unparalleled expertise, and exceptional client service. We are passionate about empowering our clients to make informed financial decisions and achieve their financial goals.
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