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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

How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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IRA Income

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

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Calculate the dividend yield of a holding and see what that means for income over time.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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

Simple 401k

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

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

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Stay Safe with a Business Owner's Policy

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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