Jack Phelps

80 William Street Suite 260 Wellesley, MA 02481

781.235.7550

Jack is a managing partner and financial advisor in Savant’s Wellesley, MA office. He has a membership interest in Savant.

Jack has been involved in the financial services industry since 1989. He founded The Relaxing Retirement Coach, Inc. which joined with Savant in 2023. Prior to developing their retirement coaching program, Jack spent five years as a registered representative with a national firm.

Jack is the author of The Relaxing Retirement Formula: For the Confidence to Liberate What You’ve Saved and Start Living the Life You’ve Earned. He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.

Jack and his wife Colleen live in Dedham, MA and Chatham, MA. Their daughter Caroline and son Michael live and work in Boston after graduating from Villanova and Boston College, respectively. After many years traveling and watching their sporting events, Jack and Colleen now enjoy spending their free time golfing, boating, and traveling.

Articles &
Media

Insurance Claims: Two Potential Strategies to Help You Get What You’re Entitled To

Protect Yourself From This Potential Catastrophe

How to Help Your Grandchildren Pay for College

Building a Marathon Investing Mindset

A Common Investing Rule of Thumb That Can Be Dangerous

3 Questions to Answer to Determine If You Still Need Life Insurance

With Stocks in Turmoil, Pretend You’re a McDonald’s Franchise Owner

The Range of Possible Outcomes You Must Know

Questions to Ask Before Helping Your Grown Children During Retirement

Before You Help Your Grown Children

Reaffirm Your Investing Goals and Guiding Philosophy

3 Traps to Avoid as We Enter 2025

This Holiday Season, Give Your Family the Gift of Clarity and Peace of Mind

The Mayonnaise Jar and Two Cups of Coffee

Reasons to Have a Mortgage After You’ve Stopped Working

Should You Pay Off Your Mortgage Before You Retire?

Birthdays to Remember for a Successful Retirement [On-Demand Webinar]

Here’s an Essential Retirement Strategy from a Racecar Driver

Should You Rent or Buy a Vacation Home?

Is Labor Day Still a Holiday for You?

What NOT to Invest

What You Must Know Before Investing

Know Your Numbers

3 Answers You Must Have to Free Yourself from Dependence on Your Paycheck

Independence and Your Financial Confidence

How Will You Buy Your Next Car?

A Better Way to Define Retirement

But I Don’t Have Time to Make it Back

Don’t Let It Take a Crisis

Election Season Fears vs. Market Reality

What Will You Do When You Retire?

When You Transition to Retirement, Remember the Lid is No Longer on the Jar

Do You Still Need Life Insurance When You Transition to Retirement?

How to Confidently Spend in Retirement

Education &
Designations

Holy Cross College, Worcester, MA
Bachelor of Arts in Economics

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