Meagan Phelps helps clients achieve clarity and confidence about their future by focusing on retirement planning, investment strategies, tax efficiency, healthcare & legacy planning. Meagan, founder & CEO of Empress Investment Group learned at a young age, through her parents’ divorce, about the economic vulnerabilities women face. She’s passionate about guiding clients to better manage their money, plan, build and preserve wealth by making the right financial decisions.
Empress uses a 4-step Prosperity Path Process™ to education, organize, track, and achieve financial success. Client accounts and investment strategies are monitored by CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries to meet the highest ethical standards of care, always placing clients’ interests first. We spoke with many of Empress’ clients and can attest to their loyalty.
“Our relationships with clients aren’t transactional. We build lifelong friendships. We meet people every day who have simply been sold a product, or investments that are not properly monitored. There is no REAL financial plan. We correct that.” Empress is dedicated to improving financial literacy and offers free educational events.
Out of thousands of nominees, Forbes magazine ranked Meagan Phelps in their list of the Top 250 Financial Security Professionals nationwide in both 2021 & 2022.
LICENSES & ACCREDITATIONS
- Certified Financial Planner
- Registered Representative
- Insurance Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management