Business Details
29 Years
experience
Comprehensive Financial Advising in Columbus, OH
At Phelps Financial Service, we are dedicated to empowering churches, non-profits, and individuals with comprehensive financial solutions that prioritize security, growth, and long-term stability. Our expertise spans risk management, disaster recovery planning, and tailored insurance products designed to align with the unique needs of faith-based organizations and their communities. With decades of experience, we combine personalized service with industry-leading strategies to safeguard assets, enhance operational resilience, and foster trust. Our commitment extends beyond transactionswe build partnerships rooted in understanding our clients' missions and providing actionable insights to navigate financial challenges.By integrating insurance, risk management, and financial planning, we equip ministries and businesses to thrive in an ever-evolving cultural and economic landscape. Trust is the foundation of our relationships, and we strive to earn it daily through transparency, integrity, and unwavering support. Whether assisting with commercial insurance, retirement planning, or crisis preparedness, our goal remains constant: to develop, restore, and preserve trust with excellence.
Services
Financial Planning
Insurance Consulting
Risk Management
Disaster Recovery
Retirement Planning
Non-Profit Insurance
Health Insurance
Commercial Insurance
Senior Financial Planning
Details
- Year established: 1997
Highlights and features
- We provide free risk assessments and consultations as part of our client packages.
- Our team includes specialists with decades of experience in faith-based financial planning.
- We offer customized risk management tools specifically designed for non-profits.
- Our disaster recovery plans are tailored to address culture-specific ministry challenges.
- We maintain a network of pre-vetted professionals for specialized client needs.
Services
Financial Planning
Our financial planning services help clients create comprehensive strategies for retirement, investment growth, and asset protection. We work closely with individuals and organizations to develop personalized plans that align with their long-term goals. By analyzing current financial situations and future objectives, we provide actionable recommendations to maximize financial security while minimizing risks.
Risk Management
We specialize in identifying potential threats to organizations and developing mitigation strategies to protect against financial losses. Our approach combines insurance coverage with proactive risk assessment tools tailored to each client's specific needs. This includes creating detailed risk management plans that address legal liabilities, operational vulnerabilities, and crisis response protocols for both non-profits and businesses.
Disaster Recovery
Our disaster recovery services prepare organizations for unexpected events through customized contingency plans. We help develop response protocols, business continuity strategies, and restoration roadmaps to minimize operational disruption. This includes crisis communication plans, emergency fund structures, and recovery timelines tailored to the organization's size, industry, and potential risk factors.
Non-Profit Insurance
We provide specialized insurance packages for religious organizations covering property damage, liability protection, employee benefits, and cyber security risks. Our policies address unique challenges faced by ministries including sexual misconduct claims, volunteer protection, and safeguarding sensitive data. Each package includes risk management components to help prevent incidents before they occur.
Commercial Insurance
Our commercial insurance solutions protect businesses through comprehensive coverage options including property insurance, liability protection, and workers' compensation. We help companies assess their specific risks and design policies that safeguard operations while remaining cost-effective. Our approach combines traditional insurance products with risk management strategies to reduce premium costs and prevent losses.
Questions
What services do you offer for churches and non-profit organizations?
We provide risk management tools, insurance products, disaster recovery plans, and financial planning services specifically designed for faith-based organizations.
How do you help seniors with financial planning?
Our senior planning services include retirement strategies, long-term care options, estate planning guidance, and customized investment approaches for individuals 50+.
Do you offer insurance solutions for small businesses?
Yes, we provide commercial insurance packages covering property, liability, workers' compensation, and business continuation plans tailored to small enterprises.
What makes your approach to risk management unique?
Our methodology integrates insurance coverage with proactive risk mitigation strategies and written safeguards to address both immediate and emerging threats.
Reviews (1)
Rich Linak
Nov 07, 2020
Report
I have been a client for many years and Dorr takes great care of myself and my family. He is responsive and explains everything very clearly.
