SERVICES

PHELPS FINANCIAL GROUP

OUR FINANCIAL PRODUCTS & 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. At Phelps Financial Group we are committed to providing our clients with the highest level of professionalism and service. We recognize the hard work that has gone into creating your life savings and strive to assist our customers with protecting and securing their assets.

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ANNUITIES

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LIFE INSURANCE

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INCOME PLANNING

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TAX PLANNING

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TAX MINIMIZATION STRATEGIES

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ASSET PROTECTION

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WEALTH ACCUMULATION

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IRA/RMD ROLLOVER

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. 

NEW RETIREMENT AGE FINANCIAL PLAN & GOALS

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WEALTH MANAGEMENT

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RETIREMENT PLANNING

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INVESTMENT PLANNING

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INSURANCE PLANNING

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TAX PLANNING

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COLLEGE FUNDING & BUSINESS PLANNING

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