Greg Phelps

CFP®, CLU®, AIF®, AAMS®

RetireWire

Financial Coach for Retirement

Greg Phelps

CFP®, CLU®, AIF®, AAMS®

RetireWire

Financial Coach for Retirement

I help you create, clarify, and manage your best plan for retirement while minimizing risk, maximizing results, and slashing fees and taxes. - Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Fiduciary Financial Coach in Las Vegas, NV, and Boise, ID serving those retired (or close to it) across the country.

Over the last three decades, I’ve helped over a thousand people just like you plan for retirement and enjoy the golden years they always dreamed of. I’m an expert in investing, tax, holistic retirement planning, and everything else that takes both money and planning to achieve. My passion is helping you retire rich and fearless!

HI, I’M GREG PHELPS


An uber-passionate money coach, author, speaker, financial planner, securities expert witness and wealth steward dedicated to calming your nerves and teaching you how to retire with ultimate “money confidence!”

My name is Greg Phelps, President of Redrock Wealth Management and publisher of RetireWire.

In my two decades plus career in financial services, I’ve seen first hand the stress and anxiety the decision to retire causes people. It’s easy to see why after all, because once you retire you can’t earn it again!

Your retirement should be memorable and purposeful . . . not stodgy, anxious, and boring! Most importantly your retirement should be stress-free . . . I mean, who wants to retire if you’re going to live in fear that you’ll die broke?

That’s where I come in. I teach people how to retire with confidence.

Confidence they’ll never run out of money. Confidence they can take that trip to Europe, or buy that new car, or help send the grandkids to college.

That’s my passion, that’s my purpose!

Sure I’ve got the typical Wall Street pedigree of credentials and such. If you feel so inclined you can check out my full bio here. Frankly, it’s a lot of boring stuff . . . certifications, alma maters, associations and alphabet soup behind my name—YACK!

If I had written this bio years ago it would be stuffed with how great I am and “I’m the most qualified here’s why.”

But all of that changed a couple of years ago.

I’m a 1 October survivor. I don’t mention that for pity or shock value, I mention it because while the Route 91 mass shooting will never “define” me, it absolutely “refined” me.

My goals, my vision, my passion, and my desire to give back all changed in the aftermath of that night.

Personally, my job as a father and husband wasn’t complete. Professionally, my focus shifted with laser precision to help you prepare for retirement, and teach you how to retire without the anxiety most people feel.

Most importantly my passion became helping you create—and enjoy—the retirement of your dreams with ultimate “money confidence.”

And so with my retirement blog RetireWire I’ll teach you complex topics such as taxes, medical and healthcare costs, estate planning, insurance, investing, retirement planning, credit and debt management, and finally some “fun stuff” like travel!

More importantly, I want to teach you those things in simple, understandable, and actionable terms.

So that’s who I am . . . now the question is “Who are you?”

Are you worried about retiring soon? Are you anxious you’ll die broke or have to move in with your kids because you ran out of money?

Do you feel like you can’t take the trip of your life to someplace you’ve always dreamed to see? Are you afraid to buy that car, or help the grandkids through college?

That’s not a quality—stress-free—retirement in my book . . . you deserve better and I’m here to help!

Drop me a note, ask me anything! I’ll do my best to help you prepare for the retirement you’ve always dreamed of . . . a retirement that’s both memorable and purposeful.

Thanks for visiting RetireWire, and please share us with friends and family so they can enjoy the retirement of their dreams as well!

Greg Phelps is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Redrock Wealth Management was founded by Greg Phelps, CFP®, AIF®, CLU®, AAMS® in 2005 as one of Las Vegas first fee-only fiduciary financial advisors. Prior to Redrock, he spent 10 years in the financial industry with Goldman Sachs, Morgan Stanley, and the 5th largest multi-national accounting firm, RSM McGladrey.

During his early years working for major investment and accounting firms, Greg became increasingly disenchanted with the industry’s apathy towards client needs. He knew there was a better, more “client-centric” approach to helping people reach their life goals which take both money and planning to achieve.

In 2005, Greg blazed a trail on his own by founding Redrock Wealth Management. Today, Redrock borders on 100 million in assets managed for our roughly 100 private clients.

“We add value to our clients’ lives by providing exceptional, comprehensive, and independent financial advice and retirement planning services, exhibiting at all times the knowledge, experience, and integrity necessary to deliver them a positive and substantial financial effect.”

OUR MISSION STATEMENT

Choosing the right financial advisor is one of the most important decisions you’ll make. While there are plenty of advisors to choose from, very few are truly comprehensive, fee-only, credentialed, experienced, and skilled in the art of helping you achieve financial success as YOU define it.

Greg realized this, and so he founded Redrock on some basic principles. These principles are still the foundation of everything we are, and everything we do.

 

OUR CORE PRINCIPLES

Unbiased Financial Advice
We never accept commissions or hidden compensation. We provide clients fully disclosed and purely fee-only financial advice and investment management services. As such, our ONLY compensation comes directly from our clients – NOT financial products.

Investment Agnostic
We have access to nearly every investment product, service, and tool necessary to help our clients achieve their financial dreams. Since our clients compensate us directly, we don’t care which products we use, provided our clients reap the maximum benefits.

Fiduciary Approach
Our clients expect – and deserve – the highest standard of care with every interaction. That standard is a fiduciary standard! We always have – and always will – fulfill our fiduciary responsibility with honor and integrity.

Independence
As independent financial advisors in Las Vegas, the big insurance or investment firms can’t tell us what’s right for our clients. We’ll decide what’s most appropriate for you together because we work for you, not Wall Street!

The Extra Mile
Our clients entrust us with their most precious financial goals and dreams. We must constantly be honing our skills and expanding our knowledge through ongoing financial education. This helps ensure we’re on the leading edge and providing the most comprehensive financial advice possible.

It’s a lot of talk until you see it in action—we realize that—which is why we invite you in for a free initial consultation that doesn’t require any obligations. Get to know us during a chat over a cup of coffee or an ice-cold soda . . . you won’t be disappointed!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Greg Phelps is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Greg Phelps is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CLU - Chartered Life Underwriter
    Greg Phelps is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

  • Accredited Investment Fiduciary®
    Greg Phelps is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • AAMS - Accredited Asset Management Specialist

    Greg Phelps is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

  • Financial Planning Association
    Greg Phelps is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Greg Phelps

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Office Locations:

  • 8945 W. Russell Rd.
    # 205
    Las Vegas, NV 89148

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