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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
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much would your monthly lease payment be?
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.