Financial Planning Led With
Integrity & Trust
"Work with someone face to face who understands what keeps you up at night.
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-Kelli S. Phifer, Financial Advisor
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
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How much can you afford to pay for a car?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future value of your current savings.
This calculator is designed to help you attach a dollar figure to your life’s work.