PhaseFinancial LLC

PhaseFinancial LLC Managing your investments so you don't have to! We assist with IRA rollovers and financial planning

07/22/2026

“I am honored to begin my career with Phase Financial and grateful for the opportunity to work alongside a team that genuinely cares about its clients,” Patel said. “Passing the SIE Exam and earning my Life and Health Insurance license were important milestones, and I look forward to completing my securities registrations so I can continue helping individuals, families, and business owners make confident financial decisions.”

Learn more about Shiv, his story, and what he is going to be up to at Phase Financial at: https://wrbiradio.com/local-financial-firm-adds-associate/

Yesterday we had the privilege of interacting with Juniors and Seniors from Greensburg and Decatur County Schools at the...
02/19/2026

Yesterday we had the privilege of interacting with Juniors and Seniors from Greensburg and Decatur County Schools at the Opportunity Expo, talking to the future work force about their future aspirations and what Phase Financial offers our community. Thank you to the Greensburg JAG Program for inviting us and putting this event on for our community!

We really enjoy interacting with the 8th graders! What a great event!
09/24/2025

We really enjoy interacting with the 8th graders! What a great event!

06/25/2025

Big shout out to PhaseFinancial LLC for their support of the Lady Pirates Golf Team. Thank you so much.

At Phase Financial, we don’t believe in one-size-fits-all strategies. Your life is unique—and your financial plan should...
06/19/2025

At Phase Financial, we don’t believe in one-size-fits-all strategies. Your life is unique—and your financial plan should reflect that.

Whether you’re changing careers, planning for retirement, or simply trying to make smarter day-to-day decisions, we walk with you through each phase.
We listen. We educate. We simplify. And we do it all with your goals and values at the center.
Let’s talk about what matters most to you. Contact us today!
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Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

06/19/2025

🚁August forecast? 100% chance of raining golf balls. Stay ready. 🚁

We’re going BIG for the big 4-0, and now it’s YOUR chance to win BIG too! Don’t miss our first-ever Phase Financial Helicopter Ball Drop at the 40th Annual Summer Day of Golf “FUN”draiser on Friday, August 1!

This year, we’re dropping hundreds of numbered golf balls from a Huey Helicopter - each ball is a ticket to win. The ball that lands closest to the target takes home HALF the pot, and you don’t even have to be there to win!

🎟️ Ready to play? Golf balls are just $10 for one or $25 for three - and there’s no limit to how many you can buy! The more balls sold, the bigger the prize grows.

💸 Payment details:
• Cash or check only - no credit cards will be accepted.
• Purchase in advance online at https://www.greensburgchamber.com/events/details/40th-annual-golf-fun-draiser-phase-financial-helicopter-ball-drop-4068, by emailing [email protected], or by calling (812) 663-2832.
• If you’re attending the golf outing (which we highly recommend!), you can also buy your balls the morning of the event during registration.
• Payment remittance details are available on our website at the link above.

🎉 Powered by a Huey Helicopter and proudly sponsored by Phase Financial, proceeds from this unforgettable event supports the GDC Chamber’s mission to grow local businesses and strengthen our community.

So, what are you waiting for? Purchase your golf balls today!

Questions? Email [email protected] or call 812-663-2832

Gaming License #: 016279 | IGC Ref #: 162890

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What’s the Difference Between Tax-Deferred and Tax-Free? // When it comes to saving and investing, tax treatment matters...
06/13/2025

What’s the Difference Between Tax-Deferred and Tax-Free? //

When it comes to saving and investing, tax treatment matters. Here’s a quick breakdown:

🔹 Tax-Deferred
You postpone paying taxes until you withdraw the money.
Common examples: Traditional IRA, 401(k)

🔹 Tax-Free
You pay taxes upfront, but withdrawals (including earnings) are tax-free in retirement.
Common examples: Roth IRA, Roth 401(k)
Knowing the difference can impact how much you keep in the long run.

Want to understand which option may fit better into your long-term strategy? We’re here to help you explore the pros and cons.
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Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

What Does Being a “Fiduciary” Mean? // For us, it means putting YOU first—always. 👏 At Phase Financial, we’re legally an...
06/10/2025

What Does Being a “Fiduciary” Mean? //

For us, it means putting YOU first—always. 👏 At Phase Financial, we’re legally and ethically committed to acting in your best interest. No hidden agendas. No pushy sales. Just clear, personalized advice to help you reach your goals with confidence—like helping a single mom turn an inheritance into a secure future for her family. 💼💙

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

🌞 Summer is right around the corner, and it’s easy for extra expenses to sneak up. Vacations, home projects, and activit...
05/24/2025

🌞 Summer is right around the corner, and it’s easy for extra expenses to sneak up. Vacations, home projects, and activities can add up quickly if you're not prepared.

Kelby Owens at Phase Financial helps clients plan ahead so that summer fun doesn’t mean sacrificing long-term goals like saving for retirement, college, or emergencies.
✔️ Create a flexible summer budget
✔️ Prioritize savings alongside seasonal spending
✔️ Keep your bigger financial picture in focus

A little planning now means more enjoyment—and fewer regrets—later. Let’s make your summer plans work hand-in-hand with your financial goals!

–
Securities and Investment Advisory Services offered through Investment Planners, Inc. (Member FINRA/SIPC), and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340. Phase Financial, LLC is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

Address

125 N BROADWAY Street
Greensburg, IN
47240

Opening Hours

Monday 9:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18123711093

Website

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