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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
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?