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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
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 provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
How much can you afford to pay for a car?
Determine whether you should consider refinancing your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
Compare the potential future value of tax-deferred investments to that of taxable investments.