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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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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Surprises
Making the most of surprises is a great reason to work with us.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When Markets React
When markets shift, experienced investors stick to their strategy.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.