Stay Connected to Your Retirement Dreams

One weak link can derail your future. The retirement you imagine depends on the strength of every decision you make today.
Dwain Phelps
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Building Legacies. Securing Futures.

Inspired by the lack of financial literacy in his community, Dwain committed himself to mastering the field of finance. Today, he uses that knowledge to help families, retirees, business owners, professionals and faith-based institutions build confidence in their financial future. Dwain believes lasting relationships are at the heart of meaningful guidance, and his passion for learning continues to shape the way he serves clients.

Featured In:

Yahoo! Finance    U.S News & World Report    HuffPost    Kiplinger    The Wall Street Journal    Forbes    AARP

Our 4-Step Process

We're here to help you retire with confidence and peace of mind.

Meet with our team to share your goals and vision for retirement.

Together, we'll review your financial picture and identify opportunities to strengthen your strategy.

Our team will create a personalized strategy designed to help you retire with confidence.

We help monitor and adjust your strategy as life changes.

Services to Help You Retire with Clarity and Confidence:

Whether you're building wealth, creating retirement income, protecting your assets or planning your legacy, our services are designed to help you protect what you've spent a lifetime building.

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.

Financial Resources at Your Fingertips!

The more you understand your options, the better you feel about your future.

Browse our collection of retirement and financial planning resources designed to help you make informed decisions.

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Love Working with Us?

Become a Phelps Financial Group Ambassador – it’s easy! Simply refer a friend, family member, or business associate to our financial planning services and enjoy exclusive rewards.

It’s our way of thanking you for helping us grow.