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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
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will It Take to Pay my Balance?
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.