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LOS ANGELES FINANCIAL PLANNING PROCESS

OUR 4 STEP

PROSPERITY

PLANNING PROCESS

Our Approach

Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination.

Our People

Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER™ professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.

Our Commitment

Our promise to you is that you’ll never feel pressured to make a decision you’ll later regret. We strive to foster long-term relationships with our clients, built on trust, and focused on results.

  Our 4 Step Prosperity Planning Process:  

DISCOVERY

Are we a good fit?

Share your story

​

Review current plan

 

Discuss concerns 

​

Identify dreams and goals

 

Clarify your values

 

Perform risk analysis

EVALUATION

Can we add value?

Receive portfolio analysis

 

Discuss fees & risk

 

Explore Empress Planning Process

 

Share our approach

 

Decide if we can add value

 

Complete engagement forms

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

PROSPERITY

Pursue your dreams

Account monitoring

 

Periodic review meetings

 

Updated account summaries

 

Ongoing support based on life changes

 

Client events and socials

IMPLEMENTATION

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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. 

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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