Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Our Story

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.

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Building Your Legacy

A four-step framework for building a personal legacy.

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.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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