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
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
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.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.