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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
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.