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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 To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.