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 Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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 Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
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?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.