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Personal Financial Planning & Strategies
Strategies for our individual clients which can assist them in knowing where they have been, where they are, and where they are going with their financial plans. Contact us today for a free consultation to see if we might be able to assist you with your plans. If you desire to review our background, experience, formal education or qualifications first, those can be reviewed with a click on the first choice on our home page.

Financial Money Management Principles For Life
Financial Money Management Principles For Life
   Your money management is a reflection of youself. It reflects your dreams, goals, values, etc., and how you are dealing with them on a daily basis. There are many landmines to navigate around as you journey through life. If you are married, it is vital that you are on the same page with your spouse, or you will cause each other pain and agony of soul that can tear the foundations of your relationship apart.  To review your free credit report or to check for idenity theft with all three credit reporting agencies note this site  https://www.annualcreditreport.com/   Contact us today for your peace of mind and financial security.
Consumer Price Index,Inflactionary Info & Other Financial Trends
   As you review and plan your financial goals it is prudent to review the trends of the Consumer Price Index and inflactionary trends that affect the financial areas of your life.  This real time provided information will help you make better choices as you review where you have come from, your currently are, and where you should be with your financial goals and direction. 
Consumer Price Index,Inflactionary Info & Other Financial Trends
Strategies For The Seasons of Life
Strategies For The Seasons of Life
   Financial planning and strategies for our journey through the seasons of life can present a challenge today with its constant changes.
Saving Plans and Retirement Planning
   The terms you set for your senior years is as critical as the years before and is the critical factors in living longer and enjoying it more.  "A quality plan does not necessitate a sensation of work but its management."  It's about the journey of  your life that brings value to yourself and an ability of giving value to those about you throughout your life. The decision to defer managing  and planning your security, may develop the architecture of your own demise.  A dollar put away today could be worth ten tomorrow when needed. A qualified manager can assist you with avoiding potholes as you journey. If your should leave your work or change jobs, don't forget to take your nest egg with you.  It could be costly if left behind. Click here for plans:  http://www.phelpsfinancial.com/investment
Saving Plans and Retirement Planning
Calculators For Managing Your Mortgages & Debts
Calculators For Managing Your Mortgages & Debts
   Calculators for managing your mortgage and debts, reviews to enable you to make more intelligent decisions for the best possible financial strategies for personal, business or religious organizations.
Debt Considerations & Review of the Risks
   Today, your debt can be your friend or your worst enemy. Its elements are as a fire that can consume the very essence of your life, relationships, assets, and your future, if not properly contained and harnessed for its usefulness. Your debt, instead of you, will determine your life style, your car, your home,  your income needs, your health, your free time, your required work hours, and the quality of your relationships, all to keep it fed. How is it with you?
Debt Considerations & Review of the Risks
Tax Strategies For Today
Tax Strategies For Today
   Taxes today, if not properly dealt with, can devour your assets as if you fell into a un-ending quagmire of despair. There are important aspects of timing, planning, and study that are required for successful navigation through the tax fields of today; landmines are everywhere. If you need a CPA referral please let us know, or we can work with your present CPA.
Strategies For The Marital Changes of Life
   The strategies to put in motion before, during, and after the marital changes of your life, whether for marriage, divorce, or death, could affect your postion in life and those dependent on you for a long time. For some, it presents them with an abyss with no bottom or end; for others, an opportunity for recovery. Our experience can assist you at this crossroad of life.
Strategies For The Marital Changes of Life
Strategies For Special Needs Children
Strategies For Special Needs Children
   Financial planning strategies for special needs children are vital elements that should be considered as you review your future plans. There are several elements to consider, where to find resources for the many possible challenges that may be presented, how to fund those that need funding, and how to allocate time and understanding to meet these very special needs without bankrupting your family's resources, time and energies. 
Strategies For Aging and or Dependent Parents
   Financial planning strategies for aging and or dependent parents are vital elements that should be considered as you review your future plans. There are several elements to consider, where to find resources for the many possible challenges that may be presented, how to fund those that need funding, and how to allocate time and understanding to meet these very special needs without bankrupting your family's resources, time and energies. 
Strategies For Aging and or Dependent Parents
Financial Strategies For Seniors
Financial Strategies For Seniors
   Leaving behind a legacy and not a liability is a challenge today in our fast-paced culture. Seniors are living longer and are presented with decisions previous generations never faced. People today have more complex lives, presenting the senior with a world that often is very heartless, self-centered and impatient as they struggle to deal with life's choices and issues.     http://www.phelpsfinancial.com/winter
Estate Risk Management Strategies
   The estate you took a lifetime to build could easily be destroyed if proper protection and planning are missing.  A review of the possible risks to your estate is critical if your estate is to be properly fortified to meet all of the possible risks you might face today. Contact us today for assistance with your security and peace of mind.  If you need a referral for a CPA or attorney to care for legal or accounting needs, contact us, or if those are in place we can work with your present CPA or attorney to assist with your planning.
Estate Risk Management Strategies
Glossary of Financial Planning Terms
Glossary of Financial Planning Terms
   We believe a proper understanding of terms and concepts by our clients assists them in making wise decisions in these litigious and challenging days we find ourselves living in today.
Site last updated 01/07/2015