◈ Homepage — http://www.empressig.com/Skip to Main Content HOME ABOUT US PRESS & MEDIA FAQs CONTACT US 1/4 Financial planning with purpose Feel clear & confident about your financial future Talk to us! Schedule a 15 minute call Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.    Learn more about our Prosperity Path Process Live Wealthy Gain Knowledge Understanding Risk EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-2905  |  Email: [email protected] 321 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through Madison Avenue Securities, LLC., a Registered Investment Advisor, member FINRA & SIPC. Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures Interested in working with a Forbes-ranked Financial Planning Team? Book a free 15 minute Strategy Call with a CERTIFIED FINANCIAL PLANNER® Book a Complimentary Consultation ◈ Interior Pages — 9 pages crawled--> Forbes 2025 Top Financial Advisors | Trusted Retirement Planners in Los Angeles top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. TOP RANKED LOS ANGELES FINANCIAL PLANNING FIRM Feel clear & confident about your financial future Meagan Phelps Founder, CERTIFIED FINANCIAL PLANNER® Professional EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Los Angeles Retirement Planning Risk Analysis | Retiring In LA top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. LOS ANGELES RETIREMENT PLANNING RISK ANALYSIS Are you close to retirement and worried market losses may impact your ability to generate a sustainable income? Are you still in the accumulation phase, and comfortable with more risk if that means greater returns over time? The most important question is whether the level of risk in your current portfolio actually  matches the level of risk you are comfortable with. Oftentimes, we find that the level of risk in one's portfolio is not in a suitable range given their risk tolerance, time frame for use of the funds, income needs, and investable assets. All of our clients receive updated risk reports to ensure suitable allocation and a general understanding of probable outcomes. In less than 5 minutes, you can obtain your risk analysis here. Click the link below to take our FREE risk analysis. What's my risk score? Now that you know your true risk tolerance, does it match the current level of risk you're taking in your investments? Schedule a complimentary 15 minute phone consultation with a CERTIFIED FINANCIAL PLANNER ™ for an in-depth comparison and analysis to see if you need to make important changes today.  Book a Complimentary Phone Consultation EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Los Angeles Financial Planning Firm | About Empress Investment Group top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. ABOUT YOU You want to plan for your future, build and preserve wealth, and protect your legacy. ​ You are our focus. You know what you want in life. You've always tried to do what's right financially, and now want to continue to build wealth that lasts your lifetime. You don't want to make mistakes or be taken advantage of. You need clarity and confidence that you're on the right path, and that what you've set out to accomplish will happen.  You're worried about paying too much in fees, and don't feel like you have a comprehensive financial plan. You're open to learning more about your investments and ready to partner with a financial planner that will bring you lasting peace of mind. ABOUT US No one strategy fits everyone, which is why every client gets specialized attention--from planning, to execution, to follow-up. We take a proactive approach, and develop a strategy to address your financial goals using the most efficient methods possible. We are a fiduciary-based firm, which ensures we always place the interests of our clients ahead of our own. ​ Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.  ​ Empress Investment Group believes that education is a vital component to financially empowering our clients. Financial independence helps enrich our lives, which is why Empress Investment Group conducts ongoing educational workshops that all clients can attend free of charge. Talk to us! OUR FINANCIAL SERVICES No two individuals have the same exact financial make-up (assets, income, expenses, age, risk tolerance, etc.) which is why everyone deserves a plan customized for their needs. We aim to be the advisory firm that will help you to not only build your wealth, but also manage and protect it regardless of economic conditions. We are committed to building long-lasting and personal relationships with each client, and ultimately seek to take the guesswork out of the financial planning process for you.   Investment Strategies & Services Offered for Individuals and Businesses:  Investment Strategies/Wealth Management  Retirement Income Planning Tax Reduction Strategies   Estate Planning/Wealth Transfer  Long-Term Care and Life Insurance 401k Rollovers and IRA Transfers/Roth Conversions including "backdoor" Roth Financial Planning/Asset Protection Planning Tuition Planning  Annuities  Retirement Planning (401k, TSA/403b, 457, 401a, IRAs, Defined Benefit Plans, Deferred Compensation, Solo K, Roth, SEP and Simple IRAs, etc.)   Services MEET THE TEAM Steven Brahy, CFP®, CRPS® Steve Brahy, CFP® CRPS® is a Financial Advisor at Empress Investment Group. Steve has over 30 years of experience helping individuals plan for retirement... Read More Angelica Martinez As an Operations Manager at Empress Investment Group, Angelica oversees day-to-day operations to ensure our firm is running smoothly and efficiently. Read More Mira Abas Mira is a Financial Advisor at Empress Investment Group with a wide range of experience in the financial services industry... Read More Kera Monroe Kera is a Paraplanner/Insurance Agent at Empress Investment Group, and has worked in the financial services industry for 10 years. Read More Meagan Phelps, CFP® Meagan Phelps is a CERTIFIED FINANCIAL PLANNER® at Empress Investment Group. At a young age, after watching her mother receive... Read More Christine DiRuscio,  CFP® Christine DiRuscio, CFP®, is a Financial Advisor at Empress Investment Group, bringing over two decades of experience in the financial services industry. Read More Our Team Jessica Vargas Jessica Vargas is a dynamic professional with a demonstrated history of success in the financial and insurance sectors... Read More Paula Ruiz Paula brings a keen eye for detail, a proactive mindset, and a strong foundation in both administrative operations and environmental engineering to the Operations Support role at Empress. She holds a degree... Read More Daniela Homez Daniela is a skilled and adaptable lawyer with expertise in corporate compliance, immigration law, and contract matters.  Read More Derek Lewis, ATA, ATP Derek Lewis has 33 years of experience in Taxation. He has memberships in the following professional organizations... Read More The greatest compliment a client can give is the referral of a family member or friend.  ​ Empress Elite Club is an exclusive group for our clients who support us through referrals. Through the years, we've built a successful financial advisory firm largely through word of mouth and referrals from our existing clients. As a token of our appreciation, we've founded the Empress Elite Club. As a member, you will be invited to a special invite-only event held each year.  ​ Qualification is simple! Just refer a friend or family member to our firm. Once we hear from your referral, you will receive confirmation from our office that you are now a member of our exclusive club. It's that easy! ​ Who should you refer?  Individuals who are retiring in the near future, or recently changed jobs Those looking to set up a financial plan and get organized     Anyone who is not happy with their current financial advisor and/or would like a second opinion   Parents wanting to save for children's education   Women who are in the process/recently divorced, or widowed   Baby boomers concerned about protecting their nest egg   New parents who may need life insurance and estate planning   Individuals who are concerned about how to pay for long term care needs   People who complain about paying too much in taxes   Anyone you know who recently received an inheritance and has concerns regarding management and taxation    *Note: Membership is determined on a calendar year basis. EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form --> Financial Planning Process | Los Angeles Financial Planning top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. LOS ANGELES FINANCIAL PLANNING PROCESS OUR 4  STEP PROSPERITY PLANNING PROCESS Our Approach Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination. Our People Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER™ professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm. Our Commitment Our promise to you is that you’ll never feel pressured to make a decision you’ll later regret. We strive to foster long-term relationships with our clients, built on trust, and focused on results.   Our 4 Step Prosperity Planning Process:   DISCOVERY Are we a good fit? Share your story ​ Review current plan   Discuss concerns   ​ Identify dreams and goals   Clarify your values   Perform risk analysis EVALUATION Can we add value? Receive portfolio analysis   Discuss fees & risk   Explore Empress Planning Process   Share our approach   Decide if we can add value   Complete engagement forms Create your new plan Review new accounts statements   Discuss proposed portfolio   Identify next steps   Receive complete Empress Planning Binder   Start implementation of retirement income plan PROSPERITY Pursue your dreams Account monitoring   Periodic review meetings   Updated account summaries   Ongoing support based on life changes   Client events and socials IMPLEMENTATION EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Top Retirement Planners In Los Angeles, CA top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items.  LOS ANGELES RETIREMENT INCOME PLANNING Download Your Free Retirement Checklist You've worked hard to get where you are, and you deserve a plan that works. Here at Empress Investment Group we believe everyone should have a WRITTEN retirement income plan (not a wish list, calculations verbally conveyed, or scribbled on a piece of paper)! You should feel 100% confident that your financial plan will carry you through your retirement years.   To ensure your financial plan works, we use detailed planning software which takes into account where you currently stand, where you want to go, and provides clear guidance on how you will safely reach your destination. Regardless of where you are today (retired or working), our Retirement Income Prosperity Plan (R.I.P.P) will provide you with a probability of success so we can determine if more work needs to be done on your plan, or if it's time to celebrate! Have you ever wondered if your money will last you through retirement? Will renovating your home fit into your retirement budget? Can you afford a second home? Should you pay off your mortgage?   Schedule a call with a CERTIFIED FINANCIAL PLANNER™ to see where you stand financially and realize your retirement dreams. Get Answers Now EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Frequently Asked Questions About Our Financial Planning Firm top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. FINANCIAL PLANNING FIRM FAQS What fees are associated with working with Empress Investment Group? At Empress Investment Group, we do NOT charge a fee per meeting. We are a fiduciary fee-based advisory firm. Fee-based advisory services mean that the client is paying an ongoing fee for the management of their accounts. This fee varies depending on the size of the portfolio, the investment allocation, and the type of management. Additionally, there are times when we make recommendations for our clients to obtain life insurance and annuity policies. For these solutions, our office is compensated directly from the insurance carrier via commission. When we meet to discuss your financial needs and objectives, we will be able to tell you what fees are involved based on the services we agree upon. We assure you that you will not be charged anything until a clear course of action is discussed, agreed upon, and implemented. ​ ​ What services do you provide? Our prosperity plan process ensures you have a comprehensive financial plan. We focus on the 5 key areas below, mindful of your unique goals and values: ​ Income Planning Investment Planning Tax Planning Health Care Planning Legacy Planning ​ We work with both individuals and businesses. Some of our clients need assistance with one aspect of a financial plan. For example, they may want to start an IRA, save for a home down payment, or purchase long term care insurance. Others require more detailed financial planning strategies, including asset allocation, portfolio management, goal setting, etc. We can work with you to assess what the best fit is for your personal situation. Click HERE to view a complete list of our services. ​ ​ What are some common concerns your clients face? We can assist you in answering the following questions: Can I retire early? Are my investments earning enough to reach my goals? How much market risk should I have? How do I reduce taxes my taxes? What is the best way to plan for the next market decline? What is the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? How much should I be paying in fees to my advisor? Will I outlive my income? Should I pay off my mortgage? ​ ​ Do you meet with clients on the weekends? Our Empress Team does not see clients on the weekends. We believe that financial planning should be something our clients take seriously, like their health. After all, this is your financial health, so most of our clients take time during normal business hours to meet, as they would if they needed to see a doctor or a dentist. ​ ​ Is there a fee for the 1st meeting? We do not charge a fee for our initial consultation, or for ongoing consultations (please refer to information about our fees above). Our initial consultation is a time for you to get to know us, and for us to get to know you. There is no pressure! This is a casual meeting where we meet for approximately one hour to discuss your financial goals and concerns, current investments, and other aspects related to planning. If you feel like we can add value and we believe you are a client we would like to work with long- term, we will set a second appointment. In the interim, we will do a full analysis of your current investment allocations, and put together a plan of action for discussion in the follow-up meeting (which is also complimentary). ​ ​ Does Empress Investment Group only work with women? No! We have built our business taking into consideration many of the financial challenges that women face. In turn, 75% of our clientele is female. However, many of those women are married and we do work with single men as well. We can help anyone with financial planning strategies! ​ ​ How do you work with clients that aren't local? We are licensed in multiple states (please send us an email to determine if we are licensed in your state). Los Angeles is a bit of a melting pot, so many of our clients engage us while they live in LA, but then end up relocating. With modern technology, Zoom meetings make it a seamless transition to servicing clients who don't live locally.     How are you regulated? Since Empress Investment Group offers both securities and insurance products, we are regulated by the Securities & Exchange Commission (SEC), the Financial Industry Regulatory Authority, Inc. (FINRA), Madison Ave Securities, LLC (MAS), and the California Department of Insurance. ​ ​ How much experience do you have? Our Empress Team of professionals has more than 30 years of experience. For additional information, please refer to our bios  here. EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Contact Empress Investment Group | Los Angeles Financial Planning Firm top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. VISIT US Office Location Larchmont Medical Building ​ 321 N Larchmont Blvd  #800  Los Angeles, CA 90004 Mon-Fri: 8:30 AM - 6:00 PM CONTACT LOS ANGELES FINANCIAL PLANNING FIRM Talk to us! Office:   (310) 450-2904 ​ Toll-Free: (866) 400-2904 ​ Fax: (310) 450-2905 ​ Email:  [email protected]   ASK US Submit Office Location EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Empress Elite Club | Los Angeles Financial Planning Group top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. The greatest compliment a client can give is the referral of a family member or friend.  ​ Empress Elite Club is an exclusive group for our clients who support us through referrals. Through the years, we've built a successful financial advisory firm largely through word of mouth and referrals from our existing clients. As a token of our appreciation, we've founded the Empress Elite Club. As a member, you will be invited to a special invite-only event held each year.  ​ Qualification is simple! Just refer a friend or family member to our firm. Once your referral becomes a client, you will receive confirmation from our office that you are now a member of our exclusive club. It's that easy! ​ Who should you refer?  Individuals who are retiring in the near future, or recently changed jobs Those looking to set up a financial plan and get organized  Anyone who is not happy with their current financial advisor and/or would like a second opinion   Parents wanting to save for children's education   Women who are in the process/recently divorced, or widowed   Baby boomers concerned about protecting their nest egg   New parents who may need life insurance and estate planning   Individuals who are concerned about how to pay for long term care needs   People who complain about paying too much in taxes   Anyone you know who recently received an inheritance and has concerns regarding management and taxation    *Note: Membership is determined on a calendar year basis. Refer a Friend! Please take a moment to fill out the form and provide at least one form of contact (phone and/or email). We look forward to meeting them! First Name Last Name Email Phone Number We'd love to learn about your friend, please feel free to share any details below: Submit Thank you for thinking of us! EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page --> Financial Planning Education For Clients In Los Angeles, CA top of page HOME ABOUT US Services Our Team Prosperity Process Retirement Income Planning Risk Analysis Education Empress Elite Club PRESS & MEDIA FAQs CONTACT US More Use tab to navigate through the menu items. LOS ANGELES FINANCIAL PLANNING EDUCATION Empress Investment Group believes that education is a vital component to financially empowering our clients. Many of our clients not only enjoy learning, but also socializing. We host complimentary webinars and seminars in our community, which focus on social security planning, market volatility, tax planning, and more. EMPRESS INVESTMENT GROUP Phone: 310-450-2904  |  Fax: 310-450-29 05  |  Email: [email protected] 32 1 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004 Meagan Phelps is a registered representative of and offering securities and advisory services through  Madison Avenue Securities, LLC ., a Registered Investment Advisor, member  FINRA  &  SIPC . Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs.  ​ Empress Investment Group is not affiliated with Meta/Facebook. The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied. ​ Form CRS and Other Disclosures bottom of page