Brad Mentzer is a financial adviser committed to helping you improve your long-term financial success. The customized strategies are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
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Helpful Content
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.