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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Important items to consider when purchasing condo insurance.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.