Financial Matters

Financial Matters Checkout our website, brianphillipsfm.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
06/01/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
05/31/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
05/30/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

05/29/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

Ever heard of a Roth 401(k)? Would one be right for you?
05/28/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
05/27/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
05/26/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
05/25/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Today we remember and honor those who made the ultimate sacrifice! From all of us at Financial Matters, we are grateful ...
05/25/2026

Today we remember and honor those who made the ultimate sacrifice! From all of us at Financial Matters, we are grateful to those who have served and continue to serve!

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
05/24/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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Kenton, OH

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+14196744527

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