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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 to Keep Building Wealth When Costs Rise

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Family Conversations on Retirement, Legacy, and Finances

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Buying a Home

A look at what you need to think about when buying a home.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Lifetime of Earnings

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

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

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