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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
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.