T Ray Phillips

  • AEP®
  • CFBS
  • ChFC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Ray's passion for working exclusively with family-owned businesses led him to create a specialty arm of WestPoint FinancialGroup called The Family Business Legacy Company.

His concentrations are Business Continuation, Exit Strategies, Succession Planning, Retirement and Wealth Transfer Planning for business owners. He operates on the principle that financial planning is akin to the disciplines of law, accounting and even medicine. He believes advice must be independent and thorough in its "diagnosis" and the client should be aware of all benefits and burdens of their decisions, resulting in a proactive approach to their financial situation.

Originally from Oklahoma, T. Ray’s family’s roots in business extend back to 1889. The challenges his family faced created an abundance of knowledge to pass on to his clients:

“My family’s business, Dawson Produce, was a tri-state operation but could not withstand a transition of ownership. With proper succession planning, the operation as a family business could have survived.”

T. Ray spends his leisure time with his wife and two children. Active in his church and several organizations, T.Ray’s primary focus is the Abe Lincoln Scholarship Awards program, sponsored by his Kiwanis Club, and serving on the Advisory Board to the Indiana Small Business Development Center.

See T Ray’s Licenses and Disclosures

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