Welcome to Phase Financial
Taxes, time, and trust. These are challenges most often expressed by physicians in our first meeting. They’ve built a successful practice and earn a substantial income, yet still don’t have complete confidence in their financial future. They’re worried they’re paying too much in taxes, don’t have time to manage financial details, and haven’t yet found a trusted expert for a more strategic approach.
Your specialty is medicine. Ours is financial planning.
Whether you’re on staff at a hospital or in private practice, we know what likely keeps you up at night. Your schedule is demanding, patient loads are up, reimbursements are down, and administrative requirements are overwhelming. Stressing about finances doesn’t need to be on the list as well.
Consider us part of your team and ready to scrub in.
Like the physicians we work with, our team at Phase Financial is highly specialized, credentialed, and exacting in our methodology. We employ a robust three-phase planning philosophy to treat your whole financial picture, not just the symptoms. No two patients present the same; neither do our clients. We design a strategic wealth plan to achieve your unique goals today…and well into the future.
From residency to retirement, we’re with you every phase of the way. We are Phase Financial, and we’ve got you covered.
Forbes Names Trevor Flota Best In State
Trevor Flota, Phase Financial’s Founder and Wealth Management Advisor, has been named by Forbes as one of the top financial security professionals in Illinois.
Our primary goal is to make a positive difference in our clients' lives, not to chase awards. However, it's gratifying to be recognized for our efforts. We get great satisfaction from helping you achieve your financial goals and dreams.
Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Your specialty is medicine. Ours is financial planning.
Why choose Phase Financial as your financial healthcare provider?
7 industry-leading credentials
Specialized education matters. In our firm, we have two CERTIFIED FINANCIAL PLANNER™ professionals, a Chartered Financial Consultant® (ChFC®), a Retirement Income Certified Professional® (RICP®), two Chartered Life Underwriter® professionals (CLU®) and Certified Public Accountant (CPA).
30 + years combined experience
To best serve our clients, we have assembled an experienced team of financial industry specialists. Together, we focus on providing financial clarity, confidence, and peace of mind.
167 year old industry leader
We are backed by the formidable strength of Northwestern Mutual, a Fortune 500 company with the highest available ratings for financial strength.
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 11/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings). Ratings are subject to change.
Welcome to Phase Financial
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success.