Your Goals and Dreams, Our Guidance
The Phelan-Difley Group is an investment planning group with more than 64 years of combined experience. We are dedicated to offering you the highest level of personalized service along with an uncompromising commitment to integrity. We work with a limited number of successful individuals and their families, business owners & professionals, trusts and non-profit organizations in 23 states nationwide.
Your financial success is our highest priority. We specialize in providing clarity through a well-organized, comprehensive investment plan designed to:
- Create strategies for your Income and investments
- Evaluate as needed to adjust to changing markets & needs
- Plan for a comfortable retirement
- Help protect your family legacy and trust
- Structure services and retirement