Estate Planning Specialists
ABOUT ESTATE PLANNING SPECIALISTS
With headquarters in Gilbert, Arizona (Phoenix Metro), Estate Planning Specialists and its managing firm, Phillips Financial Services, LLC has clients in every state of the union with the overall goal of KEEPING YOUR WEALTH IN THE FAMILY while enjoying life to its fullest.
Phillips Financial Services had its actual beginning in 1972 when founder David Phillips first entered the world of finance. After receiving multiple recommendations from financial newsletter authors such as Mark Skousen, Richard Band, Adrian Day, Terry Savage, Tony Sagami, Dr. David Eifrig, Robert Carlson and Weiss Research, the firm grew at an accelerated pace, requiring proper licensing in each state. It soon became evident that the majority of the newsletter subscribers were in dire need of estate planning guidance, so Estate Planning Specialists was established in 1988 to assist client in maximizing their financial legacies.
Questions?
Call: (888) 892-1102
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