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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: Helping You See the Big Picture

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.

Shows when coverage may still make sense for retirees.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Describes how Roth accounts can generate tax-free retirement income.

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Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine how soon you can pay off your mortgage.

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.

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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