SLR Financial opened its doors April 2012. We serve families, companies and non-profit organizations as a resource to most any financial need. Our experience working with large financial institutions compelled us to create an independent firm built on the principles we value most. Through the channel of independence, we have the flexibility to navigate markets with objective strategies geared to your needs. From the more experienced trader to the novice investor; we focus our multifaceted lens on you to find the strategy to best develop your financial picture.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are four very good reasons to start investing. Do you know what they are?
There are things about Social Security that might surprise you.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.