Financial Advisors
Kennesaw, GA
Phelps Financial Group, led by founder Dwain Phelps, is a financial advisory firm specializing in comprehensive retirement planning and wealth management for families, retirees, business owners, and professionals. They offer retirement income strategies, IRA/401(k) rollovers, investment management, annuities, asset protection, life insurance, tax-efficient strategies, long-term care planning, and legacy planning using a custom, three-step discovery and planning process.
Ideal for: Retirees and near-retirees, Business owners and professionals, Families seeking comprehensive wealth management, High-net-worth individuals planning legacy strategies
Service area: Kennesaw, Georgia and surrounding metro Atlanta area
Comprehensive Retirement Strategy: Offers a structured three-step process (Discover, Evaluate, Plan) to create custom retirement strategies tailored to individual goals and situations.
Diverse Service Offerings: Provides retirement income strategies, IRA/401(k) rollovers, wealth management, annuities, asset protection, tax-efficient strategies, and legacy planning in one firm.
Relationship-Focused Approach: Founder emphasizes developing long-lasting client relationships and serves diverse populations including families, business owners, professionals, and faith-based institutions.
Address: 1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152
Phone: (678) 819-3765
Website: phelpsfinancialgroup.com
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