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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Understanding the value of a home warranty.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn when it may not make sense to file a claim on your home insurance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.