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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

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

 

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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