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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Building a Financially Informed Legacy
Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Surprises
Making the most of surprises is a great reason to work with us.
When Markets React
When markets shift, experienced investors stick to their strategy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?