Phelps Financial Group

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

06/25/2026

Financial independence isn’t just about money. It’s about freedom, flexibility, and peace of mind.

It’s having the confidence to enjoy life, travel, spend time with family, and make choices without constant financial stress.

At Phelps Financial Group, we help create personalized strategies designed around your goals and the life you want to live. 💙

📞 Book a consultation with Dwain Phelps today.

06/23/2026

A mid-year financial check-in can help you stay aligned with your goals and adjust before small issues become bigger challenges.

From savings and investments to retirement timelines and beneficiary updates, a quick review today can create more confidence for tomorrow. 💙

If any of these questions made you pause, it may be time for a conversation.

📞 Schedule your mid-year review with Phelps Financial Group today.

06/23/2026

"From the moment I walked in, I felt like family."

That's what we work for — every single day.

When a new client walks through our doors, our goal is simple: make the complex feel clear, make the process feel confident, and make every person feel like they matter.

Because they do.
Thank you for trusting us with your financial journey. Reviews like this remind us exactly why we do what we do.

If you've been thinking about taking the next step — we'd love to be the team in your corner.

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

06/22/2026

A legacy plan is more than paperwork. It’s a way to protect the people you love and make sure your wishes are carried out the way YOU intend.

Without a clear plan in place, families can face confusion, delays, unnecessary costs, and difficult decisions during already emotional times.

Legacy planning can include wills, trusts, beneficiary designations, powers of attorney, and healthcare directives all designed to help create clarity and peace of mind for the future.

And no, legacy planning isn’t just for the wealthy. It’s for anyone who wants to care for their family long after they’re gone. 💙

📞 Start your legacy conversation with Phelps Financial Group today.

06/19/2026

💪 Financial Fitness Friday

Strong finances are built the same way as strong habits — with consistency.

🏋️ Review your budget
💰 Invest in your future
📊 Track your progress

Small financial reps today can lead to big results tomorrow.

What’s your financial fitness goal this week? 👇

06/18/2026

Wealth management isn’t just for the ultra-wealthy. It’s for anyone who wants to build a stronger financial future with purpose and confidence.

A comprehensive financial strategy can help you grow, protect, and preserve your wealth through every stage of life, whether you’re planning for retirement, building a legacy, or preparing for the unexpected.

At Phelps Financial Group, we focus on personalized strategies tailored to your goals, your lifestyle, and your future.

Your financial journey deserves a plan designed around you. 💙

📞 Ready to take control of your financial future? Schedule a consultation today.

06/17/2026

You’ve worked hard to build a life your family loves, and you’d do anything to protect it.

Life insurance isn’t just about what you leave behind. It’s about creating peace of mind today.

The right strategy can help protect your retirement, support long-term care needs, and provide financial security for the people who matter most, no matter what tomorrow brings.

Planning ahead is one of the greatest gifts you can give your family. 💙

📞 Contact Phelps Financial Group to learn more about protecting your future and your legacy.

06/17/2026

"I only need a financial advisor when the market drops."
That's one of the most expensive myths in personal finance. 👇

By the time the market drops, it's too late to build the strategy.

The real value of working with an advisor isn't reaction — it's preparation.

A proactive financial plan helps you:
• Adjust your strategy as life changes — not after
• Identify tax-saving opportunities before they close
• Make confident decisions in any market condition

The best time to work with an advisor isn't when things go wrong.
It's before they do.

These wealth management strategies are built for every season, not just the stormy ones.

Schedule a consultation today. 🤝🏽

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

06/16/2026

Our hearts are full after a wonderful evening at DK Gallery on April 30th.

We’re incredibly grateful for the clients, friends, and community members who joined us for an inspiring night of art, conversation, and connection. Moments like these remind us that the most meaningful part of what we do is the relationships we build along the way.

Thank you for sharing the evening with us and for allowing us to be part of your journey. We look forward to many more opportunities to connect, learn, and grow together.

💛 With gratitude,
The Phelps Financial Group Team

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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