Phelps Financial Service

At Phelps Financial, we believe that relationships are the most valuable aspects of life, and that's why we're dedicated to providing you and your ministry with personalized, expert guidance to help you develop, restore, and preserve trust, with excellence.

Our Philosophy

Our philosophy is centered around the concept of risk management and disaster management, which we believe are the foundation for security and peace in life. We understand that risk management is not just about minimizing losses, but also about creating an environment where your ministry can thrive. We take the time to understand your unique needs and concerns, and work with you to create a customized plan that meets your specific needs.

Our Services

At Phelps Financial, we offer a wide range of services designed to help you manage risk, preserve trust, and achieve your goals. Our services include:

• Risk Management: We help you identify and mitigate potential risks, creating an environment where your ministry can thrive.
• Disaster Recovery Plans: In the event of a disaster, we help you develop a comprehensive plan to minimize losses and ensure your ministry can recover quickly and efficiently.
• Insurance Benefits: We help you navigate the complex world of insurance, finding coverage that meets your unique needs and provides peace of mind.
• Financial Management: We provide expert guidance on financial planning, helping you make informed decisions about your ministry's financial future.
• Data Management: We help you develop strategies for managing and securing your ministry's data, ensuring you're protected from potential threats.
• Written Safeguards & Procedures: We help you develop written safeguards and procedures to protect your ministry from potential risks and ensure compliance with regulatory requirements.

Our Expertise

At Phelps Financial, our team of experts has extensive experience in risk management, disaster management, and insurance. Our founder, Dorr R. Phelps, CPIA, CSA, LUTCF, RHU, CFP, has years of experience in helping ministries and individuals develop, restore, and preserve trust, with excellence. We're dedicated to providing you with the personalized guidance and support you need to achieve your goals.

What We Do

At Phelps Financial, we're committed to helping you develop, restore, and preserve trust, with excellence. We believe that relationships are the most valuable aspects of life, and we're dedicated to building strong, lasting relationships with our clients. We take the time to understand your unique needs and concerns, and work with you to create a customized plan that meets your specific needs. Whether you're a ministry, school, business, or individual, we're here to help you achieve your goals and build a secure future.