Greg Phelps CFP ®, CLU, AAMS, the Firm's President and retirement planning financial advisor, has spent thirteen years serving retirement, investment & financial planning needs for affluent clients in Las Vegas & the Southwest. 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 financial plan based on your financial & retirement goals to accomplish what you value most!
The Firm's retirement financial planning services are always unbiased & independent, because as a Fee-Only financial advisor, the Firm accept's no commissions from the sale of insurance or investment products! Independent, experienced, credentialed, qualified and retirement planning specialized...
Isn't it time you expected more from your financial advisor?
2009 HSA limits updated - May 14, 2008
Charles Schwab Real Estate Insights - May 07, 2008
Stocks give up rally, April S&P up 4.8% - April 30, 2008
Fed cuts rates by .25, discount rate by .25 also - April 30, 2008
Recommended HSA Custodian - Update - April 28, 2008

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Now that you've found the right financial advisor... "How do you picture retirement?"