- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Insurance Analysis
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- Middle Income Client Needs
- High Net-Worth Clients
- Divorce Financial Planning
Las Vegas, NV 89123
Greg Phelps is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Greg Phelps has spent 20 years as financial advisor & retirement planner to hundreds of families and small businesses in Las Vegas and nationally. He’s worked with two of the largest wealth management firms, Morgan Stanley and Goldman Sachs, and served as Regional Manager of Wealth Management and National Director of Fiduciary Advisory Services at RSM McGladrey.
“It’s simple. My clients CANNOT die broke, and I refuse to let them sacrifice their quality of life. Spending too much or living too little is simply the result of poor financial planning. My passion is to find the balance between the two… and execute!”
Through the years he’s developed broad problem solving capabilities in helping his clients achieve the financial and retirement planning goals they value most. Most importantly he realizes that his client’s trust is the most valuable asset he has, and that trust must be earned.
Greg has worked diligently throughout his career to grow his financial, retirement, and investment planning knowledge and skills. He’s earned several highly coveted designations and credentials in the financial services industry:
CERTIFIED FINANCIAL PLANNER™ CFP®
CHARTERED LIFE UNDERWRITER® CLU®
ACCREDITED INVESTMENT FIDUCIARY® AIF®
ACCREDITED ASSET MANAGEMENT SPECIALIST® AAMS®
He’s a member of the National Association of Personal Financial Advisors as a NAPFA Registered Financial Advisor. NAPFA is the nations largest and most exclusive association of pure fee only financial planning advisors. He is also a member of the Financial Planning Association (FPA), a Paladin Registry 5 Star Financial Advisor and is FADD Certified (Fiduciary Advisors Due Diligence) by Investor Watchdog.