Chris Phillips and Spectrum Financial Group: A Journey of Faith and Entrepreneurship

by Anthony Ysasaga

Background and Inspiration

Chris Phillips, a dedicated entrepreneur, had the idea to start a financial advisory group in October 2019. Inspired by a desire for greater work-life balance and a calling to make a positive impact, Chris left his corporate job to pursue his entrepreneurial dreams.

Chris sought guidance and clarity after years of long hours and demanding work environments. Through prayer and reflection, he realized his corporate career was not fulfilling his full potential. He yearned to leverage his unique skills and talents to serve others and contribute to the community.

When COVID-19 struck, Chris faced a pivotal decision. As the pandemic continued to drive market instability, he and his wife, Amanda, decided to take a leap of faith. They decided to pursue entrepreneurship full-time, trusting God’s plan for their future. Chris launched his new career that same year, driven by his belief that the company’s mission aligns with his spiritual calling to help others and make a positive difference in the world. Driven by a passion to provide personalized and compassionate financial guidance that empowers individuals and families to achieve their long-term goals and secure their financial future. Spectrum Financial Group is dedicated to building strong, trust-based relationships with their clients, offering comprehensive financial planning that encompasses asset protection, strategic investing, and holistic budgeting. Driven by a commitment to integrity and service, they strive to make a meaningful impact on their client’s lives, ensuring they receive the support and attention they deserve while fostering a positive influence within our community.

 Initial Vision and Goals

When Chris launched his new practice, his vision was still taking shape. He started with a modest client base of friends and acquaintances who needed financial advice, which provided the initial support to keep the business afloat. Chris differentiated himself from traditional firms by focusing on building strong, personal relationships with his clients. Chris prioritizes regular check-ins and genuinely cares about his clients’ financial well-being without being driven by sales quotas or aggressive financial products.

Influences and Background

Chris’ upbringing and personal experiences influenced his journey into finance. Raised by his grandparents, who were both financially astute – his grandmother a Corporate Executive and his grandfather a franchise cleaner owner – their experiences inspired Chris to be a financial advisor. Despite initially pursuing a Pre-med path in college, his fascination with finance and a desire to do right by others led him to a career in financial advising. His commitment to ethical practices and helping others stems from witnessing his grandparents’ financial challenges and his own vow to provide honest, client-focused advice.

Business Overview

Spectrum Financial is a comprehensive financial planning firm with a focus on four core areas:

• Protection of Assets – Safeguarding clients against unforeseen events such as accidents or illnesses.
• Investing – Assisting with wealth-building strategies, including retirement plans and investment portfolios tailored to short and long-term goals.
• Legal Estate and Financial Planning – Partnering with experts to offer wills, estate planning, and taxation services.
• Budgeting and Taxes – Providing budgeting assistance and tax planning without charging clients additional fees!

 Target Audience

Chris’s ideal clients are families aged 35-55 who are looking to manage debt, invest wisely, and build a secure financial future. Chris mainly focuses on clients who value a personal, relationship-based approach to financial planning and seeks to foster long-term, returning business relationships.

 What Sets Us Apart

What makes Chris Phillips’s practice unique is his dedication to a people-centered approach. Unlike many in the industry who prioritize sales over service, Chris’s clients appreciate his genuine care and the trust he builds through personalized attention. His approach is reflected in the feedback he receives, with clients noting that he “oozes trust”—a testament to his commitment to ethical and compassionate financial guidance.

Chris Phillips Related Links

LinkedIn Profile  https://www.linkedin.com/in/chris-phillips-0605/

Phone Number (817) 875-1433

Email Address chrisphillips@financialguide.com