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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn a little about worldwide currency in this fun infographic
Don’t overlook the need for renter’s insurance if you rent your home.
Here are six flags that may make your tax return prime for an IRS audit.
Tips on insuring your teen driver.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate