Are There Any Weak Links In Your Financial Plan?

We have perfected our identification process

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.

MASTERING THE NEW RETIREMENT

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.

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Market Risk

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

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Taxes

Depending on the year you were born, full retirement age ranges from 65 to 67. When you receive benefits, they are either fully tax free or are included on your income. We will help you come up with a plan for your taxes in retirement.
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Longevity

Your life expectancy is based on your current age; called your longevity. Longevity is a more accurate assumption on which to base your retirement income planning.
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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:

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Life Insurance & Annuity Products

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Income Planning & Wealth Accumulation

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Tax Planning/Minimization & Asset Protection

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