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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
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.