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Today's Retirement is Different, Master It
Phelps Financial Group has had great success materially improving upon our clients private investments and retirement plans. We help all generations understand today’s retirement. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
You Are Secure
Who we are.
We’ve developed a process to help individuals identify weak links in their financial plan and recommend solutions to strengthen those weak links.
Individuals are facing demands...
We help all generations understand today's retirement, from the Gen x to Baby Boomers.


Market Risk
Market risk is the risk of losses in positions arising from movements in market prices.


Taxes


Longevity


Health Care
Sure, once you hit 65 you will be eligible for Medicare. That will take care of a lot of your medical expenses, but probably not all. We’ll help you plan for what medicare won’t cover.
PHELPS FINANCIAL GROUP'S
OUR FINANCIAL SERVICES
You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be. No financial plan is cut and dry- each is crafted for your lifestyle. Thus, we take a wide-angle approach to reviewing your current financial status in order to meet your financial goals. We offer services in the following areas: