ABOUT US

PHELPS FINANCIAL GROUP

WHO ARE WE?

At Phelps Financial Group, we offer our experience and knowledge to help you design your own plan for financial independence. You, our client, are our top priority and we are determined to work with you to provide you and your family the financial independence you deserve. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. 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. 

FOUNDER & CEO

Dwain Phelps

Dwain Phelps is the owner of Phelps Financial Group and brings over 20 years of experience in the wealth management, retirement planning, and financial services industries. Dwain has established relationships and partnerships with some of the best financial and insurance companies in the world, which allows him to offer clients the absolute best financial products suitable for their financial situations. He has dedicated his career to helping families, retirees, school teachers, government employees, churches, business owners, and professionals. Dwain is a big believer in relationship building with clients and believes establishing relationships will promote trust and success. Over Dwain’s accomplish career, he has had great success materially improving upon his clients’ private investments, retirement, and insurance plans.

In addition to his professional career, Dwain has volunteered his time providing financial literacy, entrepreneurship, and mentorship programs.

Dwain is a member of the prestigious Independent Excellence Group, which is a “think tank” of the top independent financial professionals in the country. He is a member of the Cobb Chamber of Commerce, The Kennesaw Business Association, and The Acworth Business association. He graduated from Oral Roberts University with a Bachelor of Science in Business Management. Dwain is married with three children. He holds Life, Health, Variable Contracts, and Series 6 & 63 licenses with CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC.

This 5 step step process helps our clients identify the weak links in their financial plan, while providing solutions to strengthen those weak links. This process helps clients identify if there are any weak links in their retirement and savings plan.

The Process

WE HAVE PERFECTED OUR IDENTIFICATION PROCESS

THE IDENTIFICATION PROCESS

HOW DOES IT WORK?
Because strengthening weak links leads to financial freedom. Are there any weak links in your financial plan?

Initial meeting and introductory – gathering of data from the client.

Researching and developing strategies.

Presenting solutions and recommendations to the client.

Putting the plan into action.

Yearly reviewing and adjusting your plan as needed.
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