The Phelps Group

The Phelps Group The Phelps Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Regular meetings to review your goals, progress, and investments.

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with us, you receive:
1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and s

olutions to help protect you from uncertainty. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

After years of saving and investing, many people still wonder whether their financial resources will support the retirem...
08/31/2026

After years of saving and investing, many people still wonder whether their financial resources will support the retirement they envision. Interestingly, that question often isn't answered by investment performance alone. Retirement confidence may also depend on income planning, spending strategies, taxes, healthcare costs, and how those factors work together over time. Every retirement journey is different, and every family brings its own priorities and concerns. Having thoughtful conversations about those questions can be an important part of planning for the years ahead.
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Many people spend years building wealth, but retirement often requires a different way of thinking. As your career trans...
08/28/2026

Many people spend years building wealth, but retirement often requires a different way of thinking. As your career transitions into retirement, financial decisions become increasingly connected. Investment management, retirement income, taxes, healthcare expenses, and long-term goals can all influence one another in ways that may not have mattered during your working years. That's why many retirees benefit from looking beyond their portfolio and considering how each piece of their financial life fits together. At The Phelps Group, we help clients throughout the Greater Madison area coordinate these important decisions, so their financial plan reflects the life they want to live; not just the assets they've accumulated. Reach out today and schedule your complimentary consultation: https://bit.ly/3UilRHX

When people think about retirement risk, market volatility usually comes to mind first. While investment markets matter,...
08/26/2026

When people think about retirement risk, market volatility usually comes to mind first. While investment markets matter, other decisions may have a lasting impact as well. When to claim Social Security, how retirement withdrawals affect taxes, planning for healthcare expenses, and adapting to changing circumstances are all important considerations. These decisions are often interconnected, making thoughtful planning especially valuable. Understanding those relationships may help retirees feel better prepared for whatever the future brings. Reach out today and schedule your complimentary consultation:
https://bit.ly/4wPP5eK

Investments are certainly an important part of retirement planning, but they rarely tell the whole story. Decisions abou...
08/24/2026

Investments are certainly an important part of retirement planning, but they rarely tell the whole story. Decisions about retirement income, Social Security, taxes, healthcare expenses, and estate planning often influence one another in meaningful ways. Looking at each decision separately may overlook opportunities to better coordinate your overall financial picture. That's one reason comprehensive planning remains an ongoing process for many retirees. Retirement is often less about managing individual decisions and more about understanding how they fit together.
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It's easy to focus on reaching a certain savings goal, but retirement is about much more than a number on a statement. T...
08/21/2026

It's easy to focus on reaching a certain savings goal, but retirement is about much more than a number on a statement. Two people with similar portfolios may experience retirement very differently depending on their spending needs, income strategy, tax situation, and personal goals. A thoughtful retirement plan considers how those pieces work together over time. Every family's vision for retirement is unique, which is why planning often extends well beyond investment management. Understanding how your financial resources support your lifestyle can provide valuable perspective.
https://bit.ly/4zBpWXY

Many people spend years focused on building retirement savings. That's an important part of the journey, but retirement ...
08/19/2026

Many people spend years focused on building retirement savings. That's an important part of the journey, but retirement often brings a different set of financial questions. How will your income be generated? What role might taxes play? How could healthcare costs change over time? At The Phelps Group, we believe retirement planning doesn't end when you leave the workforce it simply evolves. Preparing for retirement is important, but preparing for life in retirement may be just as valuable. Reach out today and schedule your complimentary consultation: https://bit.ly/4x8rRkV

Financial planning is about more than numbers; it's about understanding the people behind them. Every family has differe...
08/17/2026

Financial planning is about more than numbers; it's about understanding the people behind them. Every family has different goals, priorities, and concerns, which is why there is rarely a one-size-fits-all approach to planning. Whether you're preparing for retirement, supporting loved ones, navigating a career transition, or thinking about the legacy you'd like to leave, your financial decisions should reflect what matters most to you. At The Phelps Group, we believe meaningful planning begins with listening. By taking the time to understand your unique circumstances, we can help develop a financial plan designed to support your goals today while remaining adaptable as life changes.
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Reaching retirement is a significant milestone, but it's also the start of a new financial chapter. The decisions that f...
08/14/2026

Reaching retirement is a significant milestone, but it's also the start of a new financial chapter. The decisions that follow can influence your lifestyle for many years to come. Income planning, investment management, tax considerations, and changing personal priorities often need to work together rather than independently. Retirement planning is rarely about making one perfect decision; it's about adapting thoughtfully as life evolves. That's why many retirees continue reviewing and refining their plans over time. Reach out today and schedule your complimentary consultation: https://bit.ly/4znqBMs

Saving for retirement requires discipline, patience, and a long-term perspective. But once retirement begins, the focus ...
08/13/2026

Saving for retirement requires discipline, patience, and a long-term perspective. But once retirement begins, the focus often shifts from accumulating assets to using them intentionally. Questions about sustainable income, taxes, charitable giving, family priorities, and legacy planning may all become more important. Every retirement looks a little different, which is why planning shouldn't stop the day you leave the workforce. A thoughtful strategy considers not only what you've built, but how those resources can support the life you envision.
https://bit.ly/4x3YnVw

Many people imagine retirement as the point when financial decisions become simpler. In reality, the questions often bec...
08/11/2026

Many people imagine retirement as the point when financial decisions become simpler. In reality, the questions often become different rather than fewer. Instead of deciding how much to save, you may be deciding how to generate income, manage taxes, prepare for healthcare expenses, or balance spending with long-term goals. These decisions are often interconnected, meaning one choice can influence another. At The Phelps Group, we believe thoughtful retirement planning is about helping you understand those relationships so you can make informed decisions with confidence over time.
https://bit.ly/4xzHW2W

Address

8215 Greenway Boulevard Ste 200
Middleton, WI
53562

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16088414301

Website

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