Brad Scott, Steve Lambert and Ernie Renner founded SLR Financial in April, 2012. Together we have over 45 years combined experience as financial advisors. Our experience working with large financial institutions compelled us to create an independent firm built on the principles we value most. As independent advisors, we have the flexibility to navigate markets with unbiased, innovative strategies. We utilize active and passive allocation strategies to help generate value and boost returns. 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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A bucket plan can help you be better prepared for a comfortable retirement.