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
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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Get a snapshot of your overall financial picture by calculating your total net worth.
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Explore how compound interest can grow your money over time with this interactive tool.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Markets React
When markets shift, experienced investors stick to their strategy.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.