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
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.