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Joe Stover, CPA/PFS

6 Misty Morning Ct.
Durham, NC 27712-3139

Phone:

(919)364-2030

E-mail:

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Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Our Corporate Mission

Reliance Financial Group, Inc. is a company that is committed to:
- Making positive contributions to the individuals we serve. Our company looks for long term relationships where we assist those individuals in the pursuit of opportunities that can result in financial security.
- Helping protect our clients from unforeseen contingencies. We assist individuals in achieving financial independence, and preserving wealth for future generations through proper planning.
- Understanding the needs of our clients. We then match those needs with appropriate tax saving and financial strategies while providing the necessary education. We will also work with our clients' advisors as needed. We strive to put our clients in situations where they are able to make proactive decisions rather than decisions by default.

Provides tips for managing rising food prices through smart shopping.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Describes financial burdens associated with end-of-life care and funerals.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Will you be able to afford nursing home care?

How Long Will Your Funds Last?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck