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, and his Variable Contracts licenses.

GET TO KNOW US

The Team

CONSULTANT & DIRECTOR OF PUBLIC RELATIONS

The team behind Phelps Financial Group is made up of qualified financial professionals who are passionate about helping you achieve financial freedom and your ideal retirement.

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Mike Martinez

STRATEGIC PARTNER & FOUNDER OF M. MARTINEZ AND ASSOCIATES

Dwain Phelps and Mike Martinez have partnered to provide pre-retirees protection against market risks. They provide assistance with many services, including Long-Term Care, RMDs,  Asset Protection and more! They both have an intense passion to help their communities in any way possible; their partnership has allowed them each to build upon their community and offer assistance to many more individuals.

Miguel “Mike” E. Martinez has focused his practice solely on addressing the distinctive insurance and financial needs of those nearing retirement and those who have already retired. With over three decades of experience in the financial services industry, Mike is a staple of financial guidance in the community, regularly hosting and providing educational workshops to retirees to inform them of their options to live confidently throughout the “golden years.” Viewed as a subject matter professional regarding taxes in retirement, Social Security claiming strategies, IRAs, 401(k)s, retirement income planning, and preservation of clients’ wealth, Mike focuses on cutting-edge strategies available to retirees to help ensure they have the retirement they desire and deserve.

Mike would admit, however, that his professional accomplishments pale in comparison to the success of his marriage to his wife Loretta of nearly forty years and their beautiful twenty-one-year-old daughter Miranda. A 5-handicap golfer, avid New Orleans Saints fan, and volunteer with Make-A-Wish Foundation, World War II Foundation, and Alzheimer’s Foundation, anyone who knows Mike would agree, he is truly larger than life.

Daniel

Daniel Lawing

AGENT

Over 40 years experience in the Insurance Industry.

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Lindsay Whited

AGENT

Dr. Carol

Dr. Carol Sills

CONSULTANT & DIRECTOR OF PUBLIC RELATIONS

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Shawn Graham

OFFICE MANAGER

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Lisa Laday-Davis

CPA

Owner of Kennesaw CPA  with over 20 years of experience in the Tax and Insurance Industries.

Shalley

Shelley Elder

ELDER LAW ATTORNEY, ELDER LAW FIRM PLLC

Over 30 years experience practicing Law.

Ellen

Ellen Springer

CPA

Over 35 years experience helping individuals and businesses.

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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