Investments & Retirement
Whatever your objectives, we can help you design a strategy tailored to your unique situation and goals.
Tax & Accounting
Our experienced team is here to help you navigate both personal and business issues.
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Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Helpful Content
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.