Greg Phelps CFP®, CLU, AAMS, the Firm's President and retirement planning financial advisor specialist, has spent fourteen years serving the retirement, investment & financial planning needs for affluent clients both in Las Vegas & nationally. Most financial advisor professionals sell investment or insurance products and manage just a portion of your financial or retirement plan. We're different because we manage your entire investment portfolio & financial plan based on your financial & retirement goals to accomplish what you value most!
The Firm's financial advisor services are always unbiased & independent, because as a NAPFA Registered Fee-Only financial advisor the Firm accept's no commissions from the sale of insurance or investment products!
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