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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
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How much can you afford to pay for a car?
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.