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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

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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An article informing readers about the threats of Identity Theft.

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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What do concerns or uncertainty about AI mean for your future and your financial strategy?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Navigating Retirement Pitfalls

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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

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See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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

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When markets shift, experienced investors stick to their strategy.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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