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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
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.