Independent Fee-Only CFP® Financial Advisor in Las Vegas

  • If you're retired or highly focused on securing your retirement and financial dreams
  • If you'd rather travel, golf, and enjoy retirement instead of worrying about financial matters
  • If you prefer full disclosure from an independent financial advisor over hidden fees & commissions
  • If you require a financial planning specialist with the skills and experience pertinent to your financial success...

Welcome to the Firm your current financial advisor was hoping you wouldn't find!

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!

Independent, Experienced, Credentialed, Qualified and Retirement Planning Specialized...

Isn't it time you expected more from your financial advisor?

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What you MUST know about your financial advisor now - a 7 day course