We help those nearly (or newly) retired with a portfolio of $500,000 or more live the retirement of their dreams with massive "money confidence!" Most retirees won't enjoy the retirement they dreamed of for fear of dying broke. They travel, spend, and enjoy less than they could because they don't have the time, skill, and desire to create and execute a masterful retirement plan.
We'll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them. We'll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily. Learn how we improved a client's plan by ADDING NEARLY ONE MILLION DOLLARS to accomplish their lifetime goals and dreams.
We'll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them. We'll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily. Learn how we improved a client's plan by ADDING NEARLY ONE MILLION DOLLARS to accomplish their lifetime goals and dreams.
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What We Do
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So many "financial advisors" are thrilled to present an investment, insurance, or annuity program as a "financial plan". In reality it's worthless! Our mission is pretty simple. We help you find the best balance between enjoying life, and making sure you have enough to never worry about it. But you can't do it without a plan!
Who We Are
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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.
Retirement Navigation
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The Retirement Navigation Program is our flagship ongoing service for Private Clients. If you want to implement, monitor, and manage your retirement finances yourself, this is not for you! If you want a "done-for-you" solution where we'll execute your Retirement Architect Program with meticulous precision, you'll love our Retirement Navigation Program.
Retirement Architect
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Here at Redrock Wealth Management, our purpose-and passion-is helping people design and enjoy the retirement they've always dreamed of with more money and less worry! We make your "money confidence" a high priority, because what fun is retirement if you're constantly worried about dying broke? We design your best retirement through what we call the "Retirement Architect Program."
Greg Phelps, CFP® Financial Advisor
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Confucius said 'choose a job you love and you'll never have to work a day in your life!' Helping people squeeze every last dime out of their financial plan isn't always easy, but it sure is fun! I'm pretty lucky in that respect, because it's not really work. Greg's spent the last two decades helping families work towards - and live through - retirement.
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