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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The market is as unpredictable as the weather. We’d love to help you prepare.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
Regardless of how you approach retirement, there are some things about it that might surprise you.
However exciting retiring abroad may sound, it deserves considerable planning.
Four vacation destinations you might never have thought of.
What kind of auto insurance should you have? Do you know?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.