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
Kelli S. Phifer, Financial Advisor
1555 Mason Street
Wheatland,
WY
82201
Phone:
- (307) 322-3911
Fax:
- (307) 322-3247
Newsletters
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,712.23 | +0.76% |
| NYSE Composite | 13,366.09 | -0.61% |
| AMEX Composite | 2,404.50 | -1.50% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.