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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A letter of instruction provides additional and more personal information regarding your estate.
To choose a plan, it’s important to ask yourself four key questions.
The tax rules that govern donating art are complex and confusing. Take a closer look.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A quick look at how federal income taxes work.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.