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
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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
View all articles 
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.