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.
Team
Learn more about us.
Wealth Management Solutions for Life
Investment and financial planning services are offered by Lacey Barger & Adam Perry through their affiliation with Avantax
Helpful Content
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When Markets React
When markets shift, experienced investors stick to their strategy.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?