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:
