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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.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Explains importance of rare-earth minerals and their role in technology and security.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the future value of your current savings.

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