Purpose Driven Finances: Estate Planning: Living Longer with Greater Quality of Life
June 16, 2023
Purpose Driven Finances hosts Allan Malina and Rich Roth break down the latest in the economy, including why investors shouldn't be fooled by the current bull market (and how student…
Purpose Driven Finances: Estate Planning a Holistic Approach
June 16, 2023
Servus Capital Management's Allan Malina is flanked by co-host Rich Roth as discuss the latest movements in the economy, including why the market this week has been unexplainably wild, and…
Servus Capital Management ADV & Privacy Notice
March 20, 2020
ADV and Privacy SCM 2023 Each year Servus Capital Management is required to submit the ADV to the regulators and make available to our clients. If there are any material…
FREE Investment Workshop
October 25, 2018
FREE Investment Workshop I am hosting a casual lunch and dinner at Mehlman's Cafeteria in St. Clairsville. I am visiting other clients in the area and wanted to…
Donate to help those impacted by Hurricane Florence
September 17, 2018
We often want to travel to help the victims of natural disasters but are not able to do so. I have had personal experience with five organizations that have been…
Fun events for the month of August 2019
August 07, 2018
Looking to schedule a fun activity in the coming month? I have pulled down the calendars of various regions and I know you will find something for you to enjoy! …
Weekend Events April 27, 2018
April 26, 2018
[caption id="attachment_1983" align="alignleft" width="300"] Lynchburg, Virginia Downtown river walk Percival’s Island Natural Area[/caption] Having a busy life with friends, work and volunteering activities, I still make family a priority. Here…
Tax Cuts and Jobs Act: New Tax Over Haul by Republican Lead Congress
November 02, 2017
Helping you understanding the upcoming changes and better prepare your financial plan and retirement. Here are a few items from the Tax Plan being put forth by the Republicans. Here…
How to donate to help victims of Harvey
August 29, 2017
Moved with compassion, we want to give to those that have been impacted by the devastating hurricane to hit Texas. We have seen the pictures and reports of Harvey and…
5 helpful pieces of retirement advice for women
November 23, 2016
Statistically, some women rely on their partners to manage their family’s finances. Unfortunately, this can cause financial instability if a death or divorce takes place. It’s important for women to…
Retirement: How to Enjoy the Golden Years
November 21, 2016
One of the many motivations for men and women in the workplace is knowing that they'll eventually enjoy the fruits of their labor once they reach retirement. Instead of delaying…
3 Reasons to Save for Retirement Now
November 18, 2016
Many people make the mistake of prolonging saving for retirement to avoid thinking too much about their financial future. It can be difficult to set money aside each month and…