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Client CenterA 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
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.