This uniquely 5 step process was developed and perfected to help clients identify the weak links in their financial plan and to provide solutions to help strengthen those weak links.
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.
We’ve developed a process to help individuals identify weak links in their financial plan and recommend solutions to strengthen those weak links.
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:
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
Securities sold through CoreCap Investments Inc., a registered broker-dealer and member FINRA/SIPC. Phelps Financial Group and CoreCap are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Phelps Financial Group.
