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LOS ANGELES FINANCIAL PLANNING PROCESS

OUR 5 STEP

PROSPERITY

PLANNING PROCESS

Our Approach

Our comprehensive 5-Step Prosperity Planning Process gives Los Angeles professionals and families a clear financial roadmap. Whether you’re preparing for retirement, building wealth, or planning for your family’s future, we create flexible strategies tailored to your goals.

Our People

Our Empress Team in Los Angeles includes CERTIFIED FINANCIAL PLANNER® professionals, tax advisors, and wealth managers. Together, we provide retirement planning, investment management, and estate planning services designed for women and families seeking trusted guidance.

Our Commitment

As a fiduciary firm serving Los Angeles and beyond, we promise you’ll never feel pressured to make financial decisions. Our commitment is to build long-term, transparent relationships while helping you protect and grow your wealth.

DISCOVERY

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Are we a good fit?

Share your story

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Review current plan

 

Discuss concerns 

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Identify dreams and goals

 

Clarify your values

 

Perform risk analysis

EVALUATION

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Can we add value?

Receive portfolio analysis

 

Discuss fees & risk

 

Explore Empress Planning Process

 

Share our approach

 

Determine if we can add value

 

Complete engagement forms

IMPLEMENTATION

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Create your new plan

Review new accounts statements

 

Discuss proposed portfolio

 

Identify next steps

 

Receive complete Empress Planning Binder

 

Start implementation of retirement income plan

IMPLEMENTATION II

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Purposeful Planning

Review your Retirement Income Prosperity Plan

 

Assess any insurance needs

 

Discuss Estate plan and legacy wishes

 

Align your wealth with purpose

PROSPERITY PLANNING SESSIONS

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Achieve your dreams

Customized progress and performance checkups

 

In-depth Planning Sessions with your advisor

 

Reporting and analysis Ongoing guidance & advice

 

Live & virtual events

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EMPRESS INVESTMENT GROUP

Phone: 310-450-2904  |  Fax: 310-450-2905  |  Email: info@empressig.com

321 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004

Meagan Phelps is a registered representative of and offering securities and advisory services through Madison Avenue Securities, LLC., a Registered Investment Advisor, member FINRA & SIPC. Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs. 

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Empress Investment Group is not affiliated with Meta/Facebook.

The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied.

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Form CRS and Other Disclosures

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