Financial Planning Led With
Integrity & Trust
"Work with someone face to face who understands what keeps you up at night.
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-Kelli S. Phifer, Financial Advisor
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
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the future value of your current savings.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.