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
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Building Your Legacy
A four-step framework for building a personal legacy.
View all articles 
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?