Phelps Financial Group

Don't Miss Out an your FREE Medicare Plan Review! Offer expires December 7th.

Is your Medicare plan still the best fit for you? Before it's too late, let's review your current plan to ensure you're getting the most out of your benefits.

We'll help you:
* Understand potential coverage and cost changes in 2025
* Confirm your doctors are still in-network
* Identify potential savings or improved benefits

Limited spots available! Schedule your review today.

Ready to Discover Your Financial Future?

Our Vision Sessions are designed to help you clarify your financial goals and identify potential roadblocks. During this one-on-one meeting, we'll delve into your dreams, aspirations, and concerns.

Let's work together to create a personalized financial plan that aligns with your unique needs and objectives.

Schedule your Vision Session today at 678-819-3765!

At Phelps Financial Group, we’re more than just a financial firm. We’re a team of dedicated professionals who are passionate about helping our clients achieve their financial goals.

As the owner of Phelps Financial Group, I’m grateful for the opportunity to make a positive impact on people’s lives. It’s truly fulfilling to work alongside our clients and guide them towards a secure financial future.

We’re committed to building long-lasting relationships based on trust, transparency, and personalized service. If you’re looking for a financial advisor who truly cares, reach out to us today at 678-819-3765

Tired of feeling stressed about money? Saving money can not only alleviate stress but also help you achieve your long-term goals and give you the freedom to live life on your terms.

Here are 5 tips to get you started:
☀️ Create a budget: Track your income and expenses to identify areas where you can cut back.
☀️ Set clear goals: Having specific financial goals will motivate you to save.
Automate your savings: Set up automatic transfers to your savings account each month.
☀️ Reduce unnecessary expenses: Cut back on subscriptions, dining out, and impulse purchases.
☀️ Seek professional advice: A financial advisor can help you create a personalized savings plan.
☀️ Ready to take control of your financial future? Contact Phelps Financial Group today to schedule a consultation."

Transparency is paramount in our relationship. At Phelps Financial Group, we believe in aligning our interests with yours. Our fees are clearly communicated upfront, and our compensation structure is designed to reward your success. We want you to understand exactly how we get paid and how it benefits your financial goals.

DM us or visit our website at https://phelpsfinancialgroup.com/contact/ to learn more about our fee structure.

Your trust is our most valuable asset. At Phelps Financial Group, we're committed to acting in your best interests at all times. We have strict policies in place to prevent conflicts of interest and ensure that our advisors are always prioritizing your financial well-being. Transparency and ethical practices are the cornerstones of our business. Want to know more about our commitment to ethical practices?

DM us or visit our website at www.phelpsfinancialgroup.com

Discover the Value of Financial Planning; Wondering how a financial advisor can help you reach your goals?

Here's what you can expect from a free consultation:
❇️ Personalized financial plan: We'll create a tailored plan to help you achieve your financial objectives.
❇️ Expert guidance: Benefit from Dwain's years of experience and knowledge in financial planning.
❇️ Customized strategies: We'll develop strategies that align with your unique circumstances and risk tolerance.
❇️ Ongoing support: Enjoy ongoing support and advice as your financial situation evolves.

Ready to take the next step? Schedule your free consultation today! DM or call us at 678-819-3765 to learn more.

Don't let Medicare changes catch you off guard. Get a FREE Medicare Plan Review and ensure you're getting the most out of your coverage.

We'll help you:
⚫ Identify potential plan changes** for 2025.
⚫ Find a plan that better suits your needs.
⚫ Save money on your healthcare costs.

Limited spots available. DM or call us today to schedule your appointment.

⏰ Medicare Annual Enrollment Ends December 7th! Don't miss out on potential savings or better coverage!

Book a FREE Medicare Plan Review today and ensure you're getting the most out of your plan here ➡️ https://phelpsfinancialgroup.com/contact/

A small change could mean big savings in 2025. DM or call us at (678) 819-3765 to schedule your appointment.

We're incredibly honored to announce that Phelps Financial Group has been awarded Best Financial Planner of 2024 with a quality score of over 95%! This recognition is a direct result of our commitment to providing personalized financial advice and exceptional customer service.

We're grateful to our clients for their trust and support. Thank you for choosing Phelps Financial Group as your trusted financial partner.

Medicare Annual Enrollment Ends December 7th! Are you confused about Medicare and its ever-changing rules?

Don't let Medicare changes catch you off guard. Many people assume their current plan is still the best choice, but that's not always the case.

Here's why it's important to review your options:
☀️Unexpectedly higher out-of-pocket costs: Your premiums, deductibles, or copays could increase.
☀️Changes in prescription drug coverage: Your medications might no longer be covered, or you might face higher costs.
☀️Loss of access to doctors: Your favorite doctors might leave your plan's network.

We can help you understand these changes and find a plan that better suits your needs.

DM or call us today to schedule a free consultation at 678-819-3765

Are you saving enough for retirement? Schedule an introductory meeting where we'll discuss the best ways to save and invest for your golden years. Our expert financial advisor team will share valuable insights and strategies.

Contact us today to learn ➡️ https://phelpsfinancialgroup.com/

Did you know? Medicare Annual Enrollment ends on December 7th! Don't miss out on the opportunity to review your 2025 plan costs and benefits. Medicare can be confusing, and changes happen frequently. Let our experts help you make informed decisions and ensure you have the right coverage for your needs. Schedule a consultation today.

At Phelps Financial Group, we believe that financial success is an exciting journey. We're not just your guides; we're your enthusiastic companions every step of the way. Let's work together to achieve your financial goals.

As we wrap up Life Insurance Month, let's remember that life insurance isn't just about you - it's about those you leave behind. By ensuring your loved ones are financially protected, you're giving them the gift of peace of mind.

Schedule a consultation today to review your coverage and make sure you're adequately protected.