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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Do you have an estate strategy? You should.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.