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Retirement Dreams

Don’t let a weak link in your financial plan derail your future.
Discover the confidence and clarity that results from a strong retirement strategy custom-tailored to your needs, goals and unique situation.

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About Dwain Phelps

Inspired by the lack of financial literacy in his community, Dwain made a commitment to educate himself academically in the study of finance. Today, he leverages that knowledge in his interactions with clients of all backgrounds. Dwain said, “My thirst for knowledge has led to a fulfilling career where I’ve helped families, retirees, business owners, professionals and faith-based institutions thrive, and developing long-lasting relationships is of utmost importance.”

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We’re here to help you feel confident in your financial future.

We offer services in these areas:

At Phelps Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Retirement Income Strategies
IRA/401(k) Rollovers
Wealth Management

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

IRA Legacy Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Don’t let a weak link in your financial plan derail your future.

For more information about any of our products and services, schedule a meeting today.

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