Phillips Financial Partners

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Phillips Financial Partners You Deserve Financial Excellence, Salem, Roanoke, Botetourt, and Southwest Virginia Our reasons for becoming financial professionals are deeply personal.

We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Open Enrollment is approaching.This is a good time to start thinking about your Medicare coverage for the year ahead.If ...
09/25/2026

Open Enrollment is approaching.

This is a good time to start thinking about your Medicare coverage for the year ahead.

If you’ve been meaning to review your plan, taking a few minutes now can help you feel more prepared when the time comes.

If you’d like assistance reviewing your options, feel free to reach out.

As Open Enrollment approaches, one thing becomes clear:There isn’t a one-size-fits-all Medicare plan.The right choice de...
09/24/2026

As Open Enrollment approaches, one thing becomes clear:

There isn’t a one-size-fits-all Medicare plan.

The right choice depends on your individual needs and priorities.

For some, it may include:
✔ Keeping their current doctors
✔ Managing prescription costs
✔ Staying within a set budget

If you’d like help reviewing your options, I’m here as a resource.

Not sure where to start with your Medicare review?Start simple.Take a few minutes to look at:✔ Your current plan summary...
09/23/2026

Not sure where to start with your Medicare review?

Start simple.

Take a few minutes to look at:
✔ Your current plan summary
✔ Your prescriptions
✔ Your preferred doctors

Having that information ready can make it easier to compare options when Open Enrollment begins.

Small steps now can make the process more manageable.

Each year, many people find that Open Enrollment comes up faster than expected.As a result, some wait until the last min...
09/22/2026

Each year, many people find that Open Enrollment comes up faster than expected.

As a result, some wait until the last minute to review their Medicare plan, which can make the process feel rushed.

Taking a little time now to prepare can help you:

✔ Feel more confident in your decisions
✔ Avoid last-minute stress
✔ Make thoughtful choices about your coverage

A little preparation now can make a difference later.

Medicare Open Enrollment is approaching.This is the time of year when you can review your coverage for the upcoming year...
09/21/2026

Medicare Open Enrollment is approaching.

This is the time of year when you can review your coverage for the upcoming year.

Even if you’re not planning to make changes, it can be helpful to review your plan to:

✔ Confirm your doctors are still in-network
✔ Check your prescription coverage
✔ Understand any potential cost changes

Getting familiar with your options now can make the process easier when enrollment begins.

As we get closer to Medicare Open Enrollment, one thing becomes really important:Taking time to understand your options....
09/18/2026

As we get closer to Medicare Open Enrollment, one thing becomes really important:

Taking time to understand your options.

Everyone’s situation is different, and the right plan depends on what matters most to you.

Whether it’s:
✔ Keeping your doctors
✔ Managing prescription costs
✔ Staying within your budget

If you ever want help reviewing your options, I’m here as a resource.

Myth: “If I don’t do anything, my Medicare plan stays exactly the same.”Not always.While your plan may automatically ren...
09/16/2026

Myth: “If I don’t do anything, my Medicare plan stays exactly the same.”

Not always.

While your plan may automatically renew, the details inside the plan can change from year to year.

That’s why it’s a good idea to:
✔ Check your coverage
✔ Review your costs
✔ Make sure your plan still fits your needs

A quick review now can give you peace of mind going into the new year.

Even if you’re happy with your Medicare plan, it’s still worth reviewing it each year.Why?Because plans can change annua...
09/14/2026

Even if you’re happy with your Medicare plan, it’s still worth reviewing it each year.

Why?

Because plans can change annually — including:
✔ Monthly premiums
✔ Coverage details
✔ Provider networks

What worked well this year might look different next year.

Taking a few minutes to review your plan can help you stay on track with your healthcare and budget.

A lot of people ask me where to even start with Medicare planning.My advice is simple:Start with what matters most to yo...
09/11/2026

A lot of people ask me where to even start with Medicare planning.

My advice is simple:

Start with what matters most to you.

✔ Keeping your current doctors
✔ Managing prescription costs
✔ Staying within your budget

Everyone’s situation is different, which is why there isn’t a one-size-fits-all approach.

If you ever want help walking through your options, I’m always here as a resource.

Trying to compare Medicare plans can feel overwhelming…With different options, costs, and coverage details, it’s easy to...
09/09/2026

Trying to compare Medicare plans can feel overwhelming…

With different options, costs, and coverage details, it’s easy to feel unsure about what’s right for you.

The good news?

You don’t have to figure it all out at once.

Taking it step by step—and reviewing your options ahead of Open Enrollment—can make the process much more manageable.

A little preparation now can go a long way.

Address

5440 Peters Creek Road Suit 102
Roanoke, VA
24019

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