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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
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much will it cost to pay off a loan over its lifetime?