Phifer Financial Services

At Phifer Financial Services, we are dedicated to providing top-quality financial services to our clients. Our team consists of experienced professionals, including current and retired educators, who understand the complexities of the education marketplace. Since our establishment in 1993, we have been committed to educating our clients about income protection, life insurance, and savings through pension planning.

Our mission is to be a valuable human resource for our clients, offering them the knowledge and tools they need to make informed decisions about their financial future. We believe that by providing quality information, we can help our clients build a coordinated financial program that meets their unique needs and goals.

Our Firm

Phifer Financial Services is an independent financial services firm that has been serving the needs of educators and other professionals for over 25 years. We are proud to be associated with Osaic Wealth, Inc., a member of FINRA/SIPC. Our team is comprised of experienced financial professionals who are dedicated to helping our clients achieve their financial objectives.

We believe in building long-term relationships with our clients, based on trust, integrity, and a commitment to excellence. We take the time to understand each client's individual circumstances and goals, and we work closely with them to develop a personalized financial plan that addresses their specific needs.

Our Services

At Phifer Financial Services, we offer a wide range of financial services designed to help our clients achieve their financial goals. Some of the services we provide include:

• Annuity Services: We help our clients understand the different types of annuities available and how they can be used to provide a steady income stream in retirement.

• Long-Term Care Insurance: We assist our clients in understanding the importance of long-term care insurance and how it can help protect their assets in the event of a long-term illness or disability.

• Life Insurance: We provide our clients with information about the different types of life insurance available and how they can be used to protect their loved ones financially.

• Disability Income Insurance: We help our clients understand the importance of disability income insurance and how it can provide them with a steady income stream if they become unable to work due to illness or injury.

• 401(k) Information Request: We assist our clients in understanding their 401(k) options and how they can use these plans to save for retirement.

Important Questions to Ask Yourself

As you consider your financial future, there are several important questions you should ask yourself. These include:

• What are my financial goals?
• How much do I need to save for retirement?
• What type of insurance do I need to protect my assets and my loved ones?
• How can I ensure a steady income stream in retirement?
• What steps can I take to protect my financial future?

By asking yourself these questions, you can begin to develop a clear understanding of your financial needs and goals. At Phifer Financial Services, we can help you answer these questions and develop a personalized financial plan that addresses your unique circumstances and objectives.

Tell A Friend

At Phifer Financial Services, we believe that our services can be beneficial to anyone looking to secure their financial future. If you have a friend or family member who could benefit from our services, we encourage you to tell them about us. We are always here to help and look forward to the opportunity to serve you and those you care about.