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300 N. Forest Drive Suite 200
Casper, WY 82609

Phone:

307-315-6107

E-mail:

                             2024 Oil City Best Winners - Best Financial Advisors

                                           MARK G. PETRIE   •   TINA KELLEY

                                     Financial solutions on a big firm platform 
                            with service and support from your trusted friends.

                         We're here to help educate you about the basic concepts of
                     financial management; to help you learn more about who we are; 
                       and to give you fast, easy access to market performance data.
                      We hope you take advantage of this resource and visit us often.

                                 View your account: www.wealthscapeinvestor.com

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck