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TOP RANKED LOS ANGELES FINANCIAL PLANNING FIRM
Meagan Phelps, CEO & Founder
CERTIFIED FINANCIAL PLANNER®
Meagan was inspired at a young age after witnessing the life-changing impact a female financial advisor had on her single mother. That defining moment sparked a lifelong commitment to helping others achieve financial independence through thoughtful strategy and consistent guidance. Today, backed by decades of combined experience, Meagan and the Empress team are proud to serve women and their families by delivering more than just financial advice. Their mission is to shift the advisory experience from transactional to transformational, building deep, lasting relationships that foster clarity, confidence, and long-term security.
A Forbes-Recognized Financial Advisory Firm for 5 Consecutive Years
Using our 4-Step Prosperity Planning Process, we help women and their families plan for their future, preserve wealth, and help protect their legacy.
Our Focus
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​Retirement Income Planning
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Tax Reduction Strategies
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Investment Strategies/Wealth Management
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Estate Planning/Wealth Transfer
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Long-Term Care and Life Insurance
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401k Rollovers and IRA Transfers/Roth Conversions/"backdoor" Roth
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Financial Planning/Asset Protection Planning
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Tuition Planning
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Annuities
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Retirement Planning (401k, TSA/403b, 457, 401a, IRAs, Defined Benefit Plans, Deferred Compensation, Solo K, Roth, SEP and Simple IRAs, etc.)
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Medicare Planning
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