Dying broke is not an option…
but neither is sacrificing quality of life!
We find your balance between spending
too much, and living too little!

Greg Phelps

CFP®, CLU®, AIF®, AAMS®
Lead Designer

Meet Greg »

Author of
Portfolio Architect:
5 Keys to Design, Build and Manage
Your Ultimate Investment Plan

“Greg successfully simplifies complex material, and entertains the reader at the same time”

Get a FREE COPY!

What Can We Do For You?

Client Focused, Results Driven Financial & Investment Planning

Investment Management

Accredited Investment Fiduciary Advisor

How do your investments stack up? We follow time-tested low-cost investment strategies which will help you reach your financial goals.

Investment Management »

Retirement & Financial Planning

CFP® Certified Financial Planner

You have goals which take both money and planning to achieve. Together we’ll chart a course to make your goals a reality!

Financial Planning »

Why REDROCK

Client Focused, Results Driven.

As a fee only fiduciary we’re different from 94% of financial advisors, and we pledge an experience second to none!

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