Phasefinancial LLC

Company:	Phasefinancial LLC
Contact:	Kirk Brownfield & Jesse Brownfield
Address:	6041 W 450 South
City:	Columbus
State:	IN
Zip:	47201
Phone:	812-342-0882
Fax:	812-799-3683
Email:	Kirk@phasefinancialllc.com
Website:	https://phasefinancialllc.com/

About My Practice

Our goal at Phase Financial is to guide, inform, and provide. Using valuable information about your situation, we consolidate our plan into an easy to understand approach. We do this through a comprehensive understanding of our clients' future needs and current situation. We take a holistic and independent approach in assessing your financial goals so that we can guide you to solutions that fit. Not all situations are the same and oftentimes the path to financial freedom varies from person-to-person.

We promise that the path we pave for you is both personal and possible. We strongly believe that reviewing a variety of options (products & services) as a vehicle to serve our customers is the key to proper planning and their ability to make informed and confident decisions. Knowledge is power, and options are key.

Our company maintains relationships with CPA's and attorneys to assist with all Phases of retirement and estate planning. We are trained and informed on federal benefits as we are owned and operated by disabled veterans.

• Life/ Health/ Business Insurance
• Wealth Accumulation & protection of principal
• Personal Lines Insurance (Auto & Home)
• Divorce & Life Guides
• Trust/Final expense and Will preparation
• TSP allocation and contribution & more!

Offering Advice Since

2001

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management
Federal (FERS/CSRS) retirement benefits & planning

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: NPN# 4557709
Security Licenses: CRD# 3197478
Other Licenses, Certifications, Designations: Long Term Care designations, MLO #1802005 NMLS
Education: Purdue B.S. Economics
Associations & Affiliations: ProFeds

Charges to Clients for Services

Commissions on insurance products purchased
NO FEE for our services, we are paid by the 50+ companies we represent

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Morris Group

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