Greg Phelps (AAMS, AIF®, CFP®, CLU)

Greg Phelps focuses in the
following client markets or areas of practice:

Hourly

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

We help clients find their best balance between spending too much and living too little!

During the financial and retirement planning process, we focus on matching your current and future needs and goals with your financial ability to achieve them. Our passion is helping you squeeze every last dime out of your financial and investment planning.

Additional Information

We're a registered investment advisor firm in Las Vegas, Nevada. While we're small enough to deliver highly customized and personalized service, we have access to the largest resources in the industry! We never accept any perks or commissions to sell investment or insurance products, and our only compensation comes directly from our clients so we work for them - not Wall Street!