Sharon Phelps

MBA, CFP®, FIC, CKA®

Financial Advisor

CREATING COMPREHENSIVE FINANCIAL PLANS - HELPING PLAN WHEN TO RETIRE

State(s) Licensed:   CO, IN, OH, PA, TX, WA

Phone 740-587-5298
Address

120 W Broadway
Granville, OH 43023

Sharon Phelps

CREATING COMPREHENSIVE FINANCIAL PLANS - HELPING PLAN WHEN TO RETIRE

State(s) Licensed:   CO, IN, OH, PA, TX, WA

CREATING COMPREHENSIVE FINANCIAL PLANS FOR YOU

Get the retirement lifestyle you seek. A huge focus today is identifying the right time to begin taking Social Security, carefully examining pension options and creating other lifetime income sources. I find that my compassionate and values-driven focus puts women (and men) at ease. I specialize in the following: • Comprehensive planning • Retirement income planning • Retirement accumulation • Long term care insurance • Life Insurance • Investments • Working with widows and divorcees

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A photo of our office

Granville Office

Phone:
740-587-5298
Fax:
740-587-7820
Mobile:
740-973-3061

Hours

Monday through Thursday - 9 to 4
or by appointment
Friday - by appointment