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Financial Planning Led With
Integrity & Trust
"Work with someone face to face who understands what keeps you up at night.
Our reviews are free, easy and without obligation."
-Kelli S. Phifer, Financial Advisor
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How much can you afford to pay for a car?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.