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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
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
How much will it cost to pay off a loan over its lifetime?
Determine whether you should consider refinancing your mortgage.