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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 U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much would your monthly lease payment be?
Compare the potential future value of tax-deferred investments to that of taxable investments.