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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.

Contact Us

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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Outlines best practices for safe peer-to-peer payment app transactions.

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Explains how future tax rules may impact deductibility of charitable donations.

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

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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