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Melissa Reider

Registered Principal, Investment Adviser Representative

Today's investment market is complex and constantly changing. And investors have virtually unlimited financial choices. 

At our firm, we have you, the client—and only the client—in mind.

Our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction

Please contact our office today to start building your financial future NOW!

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Helpful Content

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Five Basics of Financial Literacy

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How literate are you when it comes to your finances? Brush up with these five basics.

How Compound Interest Works

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Explore how compound interest can grow your money over time with this interactive tool.

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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See how long your current savings might last if a disability interrupted your income.

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Work backwards from your savings goal to find the rate of return you'd need to get there.

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Estimate total wedding costs and see how different choices affect your overall budget.

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Estimate potential long-term care costs and what coverage may help address them.

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The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Surprises

Making the most of surprises is a great reason to work with us.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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