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
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
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.