Stay Connected to Your
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.
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.”
Get Started in 3 Easy Steps:
We’re here to help you feel confident in your financial future.
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the Phelps Financial Group Process, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
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.
Grow
Retirement Income Strategies
IRA/401(k) Rollovers
Wealth Management
Annuities
Investments
Preserve
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
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.