Phelps Financial Group

Phelps Financial Group Specializing in the Wealth Management, Retirement Planning, and Financial Services business.

06/03/2026

Behind almost every financial goal is someone quietly trying to build a better future.

The couple budgeting at the kitchen table after work.
The professional researching retirement late at night.
The person learning about money for the first time because no one ever taught them.

Different people. Same goal: financial freedom.

Not overnight. Not perfect.
Just more stability, more clarity, more confidence.

At Phelps Financial Group, we believe financial planning should feel approachable — built around real life, not perfection.

Follow for financial literacy tips built for real people with real goals.

Schedule a consultation.

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

06/02/2026

Trust is earned through honesty, patience, and truly listening to people’s concerns. 🤝🏽

⭐️⭐️⭐️⭐️⭐️

“Mr. Phelps not only provided me with the best options for my specific concerns, but immediately his competence, patience, and no-rush personality made me feel at ease. I highly recommend that if you just meet with him, you will recognize the honesty and care he affords you.”
— Minnie B.

At Phelps Financial Group, we believe financial planning should never feel rushed or overwhelming. Every conversation matters, and every client deserves guidance that is thoughtful, personalized, and built around their unique goals and concerns.

Creating peace of mind starts with trust—and we’re grateful for the opportunity to serve clients like Minnie every step of the way.

Thank you, Minnie, for your kind words and confidence in our team. It truly means a great deal to us.

📩 Looking for financial guidance rooted in honesty, care, and long-term relationships? We’d love to connect.

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

06/01/2026

"A bigger account balance means I'm ready to retire."
Not necessarily. 👇

Retirement readiness is about more than how much you've saved.

The real question is: will your money create sustainable income for the life you actually want?

A strong retirement strategy should account for:
• Monthly income needs
• Healthcare expenses
• Taxes in retirement
• How long retirement may last

Two people can have the same balance — and very different outcomes.

These retirement planning tips go beyond the number.

Schedule a consultation.

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/29/2026

💪🏽 Financial Fitness Friday

Strengthening your financial future isn’t just about growing wealth. It’s also about protecting it.

One of the most important steps you can take is strengthening your estate plan.

Because the best time to plan is before you need it.

A strong estate plan can help:
• Protect your family
• Clarify your wishes
• Preserve what you’ve worked hard to build
• Create more confidence for the future

Estate planning isn’t only about documents—it’s about making life easier for the people you love most.

It’s time to protect what matters most. 🤝🏽

Ready to start the conversation about your legacy and long-term plan? Let’s connect.

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/28/2026

Market volatility can create emotional decision-making — especially for retirees and pre-retirees.

A retirement strategy should prepare for uncertainty BEFORE it happens.

Planning may help reduce:
✔ Emotional reactions
✔ Unnecessary risk exposure
✔ Retirement income concerns
✔ Financial stress

Preparation creates confidence.
Message us today to talk about protecting what you’ve built. 🤝🏽

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/27/2026

Building wealth is one challenge. Preserving it is another.

Sophisticated wealth often requires sophisticated planning.

Phelps Financial Group helps individuals explore strategies involving:
✔ Highly appreciated assets
✔ Legacy planning
✔ Tax-efficient wealth strategies
✔ Business succession planning
✔ Charitable giving strategies

Schedule a confidential consultation to discuss advanced planning options. 🤝🏽

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/26/2026

What if you didn’t have to choose between protecting your money and growing it? Many people approaching retirement believe they must choose between safety and growth.

But today’s retirement landscape may require BOTH.

A thoughtful retirement strategy should help address:
✔ Market volatility
✔ Retirement income needs
✔ Long-term growth potential
✔ Wealth preservation

At Phelps Financial Group, we help individuals create personalized retirement strategies focused on confidence, stability, and opportunity.

Retirement planning shouldn’t feel like guessing.

Send us a message to learn how this strategy works. 🤝🏽
☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/26/2026

We paused to honor and remember the brave men and women who made the ultimate sacrifice for our country.

Memorial Day is more than a long weekend, it is a time to reflect on the courage, service, and selflessness of those who gave their lives in defense of our freedoms.

At Phelps Financial Group, we are deeply grateful for the sacrifices made by our military heroes and the families who continue to carry their legacy forward.

As we spend time with loved ones today, may we also take a moment to remember those who made that freedom possible.

We honor their service.
We remember their sacrifice.
We are forever thankful.

🇺🇸 Wishing everyone a safe and meaningful Memorial Day.

05/22/2026

💪🏽 Financial Fitness Friday 💪🏽

“Markets go up. Markets go down. Your retirement strategy shouldn’t depend on perfect timing.”

One of the biggest financial fitness habits you can build is staying focused on long-term preparation — not short-term panic.

Trying to predict the market consistently can be difficult, especially when emotions take over during volatility.

That’s why many successful retirement strategies focus on:
✔ Long-term planning
✔ Income sustainability
✔ Risk management
✔ Financial confidence through every market cycle

Just like physical fitness, financial fitness is built through consistency, discipline, and preparation over time.

Because retirement confidence isn’t built on guessing.
It’s built on having a strategy.

Ready to strengthen your retirement game plan? Send us a message to start the conversation. 🤝🏽
☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

05/21/2026

Mimi—thank you. Truly. 🤝🏽

Trusting someone with your finances isn’t just a decision… it’s personal. And we’re grateful you trusted Dwain and the entire Phelps Financial Group team to walk with you, bring clarity to the process, and help you feel more at peace about what’s ahead.

Our goal is simple: make sure you understand the why behind every step—so your plan feels steady, not stressful.

We appreciate you, Mimi. Thank you for letting us serve you. 💛

☎️ 678-819-3765
🌐 https://phelpsfinancialgroup.com/contact/

Address

1300 Ridenour Boulevard, Suite 100
Kennesaw, GA
30152

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16788193765

Website

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