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TOP RANKED LOS ANGELES
FINANCIAL PLANNING FIRM

Feel clear & confident about your financial future

Meagan Phelps, CFP
Meagan Phelps
Founder, CERTIFIED FINANCIAL PLANNER® Professional
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Our Focus

  • ​Retirement Income Planning

  • Tax Reduction Strategies  

  • Investment Strategies/Wealth Management 

  • Estate Planning/Wealth Transfer 

  • Long-Term Care and Life Insurance

  • 401k Rollovers and IRA Transfers/Roth Conversions/"backdoor" Roth

  • Financial Planning/Asset Protection Planning

  • Tuition Planning 

  • Annuities 

  • Retirement Planning (401k, TSA/403b, 457, 401a, IRAs, Defined Benefit Plans, Deferred Compensation, Solo K, Roth, SEP and Simple IRAs, etc.)  

  • Medicare Planning

 or schedule below!

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Using our 4-Step Prosperity Planning Process, we help women and their families plan for their future, preserve wealth, and help protect their legacy.  
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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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