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Breakdown Key Retirement Topics

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- Running out of money
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Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.

Please be advised that presently, Dwain Phelps holds Series 6 and 63 licenses in GA, IL, LA and TN. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Mr. Phelps before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Arete Wealth Advisors, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Arete Wealth Advisors, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Phelps Financial Group website and assume total responsibility and risk for your use of these sites.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Securities offered through Arete Wealth Advisors, LLC, members FINRA and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.

Please be advised that presently, Dwain Phelps holds Series 6 and 63 licenses in GA, IL, LA and TN. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Mr. Phelps before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Arete Wealth Advisors, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

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