Need Help Investing?

Take control of your investments with a flat fee custom tailored investment plan from a Certified Financial Planner with over 18 years of experience. No gimmicks, no sales pitch!

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“I started to help investors make smart decisions with their investments. I’ve advised thousands of clients over 17 years for some of Wall Street’s largest firms. I’ve earned some of the most prestigious credentials in the industry, and I hope I can help make better investors out of every one of my visitors to this site!”

-Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Looking for investment advice? Don’t trust brokers?

We don’t blame you! You’ve been told for years to hire overpriced brokers or do it yourself and hope it works! That’s simply not the case anymore. You can have the best of both worlds, accomplish your investment goals and maintain control of your own investments. We’ll show you how!


How To Invest

Systematic Investment Plans

Systematic investment plans are great investment plans especially for beginner investors. While there are many advantages, there are a few disadvantages to systematic investments. Here’s a quick breakdown of both the advantages and disadvantages of systematic investment plans.

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What to Invest In

Leveraged ETF Investing

Leveraged ETF investing is more “gambling” than it is “investing”. They don’t work over long periods of time, and we are never short term investors. The facts show clearly that rebalancing, fees, trading costs and taxes will destroy your leveraged ETF investment over long periods of time.

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Plan For Your Future

Investors Fail Miserably At Retirement Investing

Investors are failing miserably with retirement investing and savings. 57% of investors have less than 25K in savings for retirement, and less of us are saving than from 2009. Should you delay retirement, save more or invest more aggressively?

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See what other Certified Financial Planners are saying...

Carl Richards, CFP®

NY Times Contributor, Author “The Behavior Gap”

In a world where clear, simple answers are almost impossible to find, Investment Plan has found a way to cut through the noise and help you make some of the most important decisions you will ever make with your money. Turn off CNBC and check it out.

Setu Mazumdar, MD, CFP®

Lotus Wealth Solutions

Are you sick and tired of financial advisors selling you investment products that aren’t in your best interests, but at the same time you’re frustrated with doing it yourself and want a roadmap to investment success? Then is your answer. For less than $1 a day, you really can’t pass this up.

Chris Jones, CFP®

Sparrow Wealth Management

For investors smart enough to realize they need professional investment advice and help yet don’t know where to turn, the Investment Plan services are a good place to start. You still retain all control of your investments and must manage them properly and consistently, but rather than buying a book investors get a custom tailored low cost and highly diversified investment plan. It’s a good system for self-directed investors willing to put in the work to be successful.


FREE Report: The 7 Deadly Retirement Sins

The key to a successful retirement is avoiding massive financial mistakes! Whether it’s optimizing Social Security, planning for long-term care, or mapping out your assets, income, expenses, and liabilities correctly over your lifetime! The 7 Deadly Retirement Sins will help you avoid those mistakes and even turn these 7 financial traps into wealth-building goldmines!