Brad Scott, Steve Lambert and Ernie Renner founded SLR Financial in April, 2012. Together we have over 50 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. 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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A four-step framework for building a personal legacy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.