Phase Financial

Company Prifile

Kirk D. Brownfield, CSAKirk Brownfield is a multi state licensed independent financial planner. His 28 years of business and investment experience allow him to carefully examine the needs of his clients using a natural and consultive approach to financial and legacy planning.

Most recently Kirk has spent extensive time over the last 28 years in developing retirement plan solutions for investment advisors and as a continuing education instructor thru out Indiana. He has successfully taken these years of investment experience and business ownership and leveraged that experience into a practice built on comprehensive financial and legacy planning. Kirk inspires and motivates his clients to confidently move forward with understandable solutions that help to improve their own personal circumstances. Working closely with attorneys, CPA’s and other qualified specialists during the planning process, his clients attain a total plan of action. Kirk is a graduate of Purdue University and holds multiple licenses including Securities, Real Estate Brokers, Life, health, Long Term Care and the Certified Senior Advisor Designation.

Kirk and his wife Carol of 31 years have 3 children. Their daughter Jade, is a professional model working in New York. Their sons Jarrett and Jesse enjoy football, basketball and the outdoors. They reside in Columbus, Indiana.






What We Offer

Successful planning

  • Cash flow Management
  • Estate Design /Asset Protection
  • Retirement Planning
  • Wealth Transfer
  • Insurance Analysis
  • Educational Funding
  • Investment Portfolio Design
  • Business Succession Planning
  • Tax Efficient Investing
  • Employee Benefits
  • Real Estate Consulting-Licensed Broker
  • Certified Senior Advisor-Legacy Planning