Building deep and close relationships is the absolute cornerstone of our practice at SLA Group, LLC, which enables us to provide high quality services and attention. We strive to help you make wise decisions with your money so you may achieve that which you value most in life. Our comprehensive approach encompasses an array of services to help meet a wide variety of needs as you transition through life. Our list includes, but is not limited to:
Goal Setting in Both Life and Financial Planning
Discussion and development of dreams, aspirations, and post retirement quality of life.
Acquisitions & Management of Wealth
Budgeting, family needs and retirement planning.
Wealth Management & Enhancement
Investment planning and strategic management.
Preparation of Formalized Financial Plans
Creating a saving instrument to help plan for major purchases or retirement.
Transfer of Wealth
Estate planning, wills, trusts, tax implications, and legal service coordination-facilitation.
Planning, evaluation, and document review.
Guidance for set up and management of new business entities, reorganizations, budget development, etc.
Income and other tax planning services including tax reduction strategies.
Financial Counseling and Planning for Extended Family Members
Our relationship with you includes extending our expertise to family members.
Multi-generational planning and management.
Management related to Property and Casualty, Death, Disability, Health, and Long-Term Care insurance.
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