Investments The Power of Tax-Deferred Growth The Cost of Procrastination
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Our Story

Brad Scott, Steve Lambert and Ernie Renner founded SLR Financial in April, 2012. Together we have 35 years combined experience as financial advisors, spanning the worst performing decade in market history. As close friends and colleagues, we worked loyally for a large financial firm that was seized by the FDIC to be absorbed by an even larger financial institution. This situation presented us with a unique perspective to what transpired during the 2008 financial crisis and subsequent years. Our experience through these trying times compelled us to create an independent firm built on the principles we value most. As independent advisors, we have the flexibility to navigate these uncertain times with unbiased, innovative strategies. In an environment of increased volatility and record low interest rates, we believe your investment strategies require personalized attention more than ever before. We develop strategies geared towards preserving and growing your wealth. From the more experienced trader to the novice investor; we strive to work with our members, at their pace, to make sure their experience is comfortable, positive and rewarding. 

SLR Financial is built on our commitment to three key goals: to provide sound financial plans tailored specifically for each individual; to consistently deliver exceptional service; and to develop a long-lasting relationship with each member.

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Gun Ownership and Your Homeowners Policy

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Understanding the Alternate Valuation Date

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Protecting Those Who Matter Most

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Surprises

Making the most of surprises is a great reason to work with us.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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