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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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

 

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Scaling the Ladder

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

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