J Dortch's Contact Details

J Dortch's Company Details

Phillips Financial Management

Fort Wayne, IN, US • 20 - 49 Employees
Financial Services

At Phillips Financial, we take a personal approach to delivering innovative and cost-effective employee benefit solutions. We recognize that no two clients are the same, so we apply our expertise to provide answers that meet the unique needs of individuals, families, and businesses alike. Phillips Financial is committed to nurturing long-lasting relationships grounded in trust, education, and constant communication. For over 65 years Phillips Financial has been advising our clients on qualified plans, group insurance and HR compliance concerns. In designing and implementing our signature services, our expert advisors: - Regularly consult with clients on plan adjustments, suggested enhancements, and cost-effective changes to offset rate increases - Analyze cost per employee, review competitors benefit plans and calculate net costs to the employer - Identify potential carriers, provide independent evaluation of products, services, financial strength and claims-paying capabilities - Help to negotiate improved pricing and underwriting provisions. *Services related to to employer sponsored retirement plans are provided through Phillips Financial Management, LLC, DBA Phillips Financial an SEC Registered Investment Adviser.