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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 provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.