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A firm with a view

At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital.

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Helpful Content

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Other Sure Thing

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.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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