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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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Please feel free to contact us with any questions.

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.

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

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

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Outlines how estates handle debts of deceased individuals.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much will it cost to pay off a loan over its lifetime?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much would your monthly lease payment be?

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