Phelps Financial Services, Inc. | GuideOne Insurance, Church Insurance, Church Risk Management, Disaster Recovery, Safe Church, Written Safeguards

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Office Info

OFFICE Email: dphelps@phelpsfinancial.com
Phone:(614)899-6000
Fax: (614)899-6022
Toll Free:(877) 471-7997
OFFICE HOURS BY APPOINTMENT
ALL STATES Consulting & Sales, Risk Management, Financial Planning
Insurance Services for these states: AZ,CO,KY,IA,IL,IN,MD MI,OH,TN,WI,WV,VA,NC,SC,UT,adding others

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Recent Pages Added or Updated

Church Insurance & School Insurance with GuideOne Insurance, Michigan, Ohio, Indiana, Illinois, Wisconsin, West Virginia, Tenn
Church Financing? Offering Financing and Understanding That Meets Ministry Financial Needs & Constraints For Less
Church Risk Management, Developing An Effective Program For A Dynamic & Growing Ministry
How To Intelligently Provide Financially For Your Pastor & Support Staff
Church Employees/Volunteers Suggested Protective Safeguards For Sexual Misconduct, Child Abuse, Sexual Harassment, And Others
Church Insurance: The Unique Difference You Can Expect From Your Relationship With Us
GuideOne offers FaithGuard,More Commitment For Active Qualified Attendees of Church & Other Ministries As Leading Church Insurer
Sexual Misconduct, Child Abuse, Sexual Harassment Litigation And Accusations, The Critical Cause, Neglect
403B Qualified Plans For Employees of Churches & Schools With Special Benefits For Ordained Ministers The 403b-9
Critical Factors to Consider Before Purchasing Insurance & Planning Products Today

Services

Dorr R. Phelps, CPIA, CSA, LUTCF, RHU®, CFP®
Mission Statement And Company Philosophy
Your Ministry,Is it safe?What we do,How we do it,Why we do it
"Ministry Stewardship Tools" And Their Critical Application
Ministry Risk Management, Schools, Businesses, Individuals
Church Disaster Management,Specific Designed Recovery Road Maps
Professional Referrals, From Our Value Added Network
Personal Financial Planning & Strategies
Church Ministry Master Planning & Financial Planning Strategies
Personal / Consumer Insurance Plans For Your Community of Faith
Church Insurance & Other Ministry Organizational Insurance
Master Planning & Financial Strategies For Businesses
Commercial / Business Insurance
Church Employee Benefits & Gov't Forms and Regulations
Medical Plans,Quotes,Group, Individual
Life Insurance Plans & Strategies
Glossary of Insurance & Financial Terms
Savings, Retirement Plans & Strategies For Your Senior Years
Senior Advantages, Living Longer And Enjoying It More
Value Added Services Network
Business Net Connections
Newsletters Archive, Printed Resources, Workshop Info & Other
Helpful Governmental & Industry Links
Religious Organizational Links of Possible Interest & Reference
Things To See & Do Links
Contact Us Or Note the Staff Tab At The Top For Specific Help
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IRA Plans

IRA plans offer both the advantages of the Traditional and the Roth IRA; each has merit depending on your circumstances of life. To determine what is the best fit for your present circumstances, review the advantages and disadvantages of each with us.

Traditional IRA

Roth IRA

Site last updated 03/20/2024