Your story is uniquely your own, so you deserve services that are customized to your situation.  We want to make the process of selecting the services that you want as simple possible.  Our approach is designed to help you understand where you are on the path to retirement, as well as life.  Please lean on us and consider us as your partner, as you look to solve for your financial needs and concerns.  We are here to help.

• Investment/Portfolio Solutions

  Our investment process uses your appetite for risk to design a custom tailored portfolio that considers your financial planning needs, fits your time horizon, properly aligns with your tax exposure and is suited for your comfort level.

• Comprehensive Financial Planning

  Every person is unique and a SLI financial plan embraces this uniqueness.  Each plan is designed to compliment cashflow requirements, strategies for living during retirement, education planning, tax planning and estate planning needs.  Our goal is to help you live the way you desire not just for today, but for tomorrow, next year's tomorow and the next generation's tomorrow.

• Retirement Planning Solutions

  Retirement isn't just a date on the calendar, it is a journey, as well as a desitination.   With a solid plan, SLI will help you develop a strategy to maximize your income and preserve your investments for the years ahead.  Our hope is that you will find comofort in knowing you have arrived.

• Tax Mitigation Solutions

  You work hard for your money.  The government has the unique ability, and will do it's verybest, to take as much of these hard earned dollars to fund it's insatiable habit of over spending.   SLI  would like to believe that we will be your biggest advocate and design a portfolio, a retirement plan, and estate plan to help you keep as many of those dollars as possible.

• Estate Planning Solutions

  Seldom do we have a say in who fall in love with, but we "always" have a say in how we serve them.   It is our obligation to do our best to make sure that the people we love can outlast our lives.  In so doing, we will help you design a plan that will help your grandchildren and spouses enjoy the legacy that you have you spent your whole life building.

• Term and DI Insurance

   It is so easy and  inexpensive to protect the standard of living that our loved ones derserve.   Tomorrow is often to late to begin to plan.   Start today by asking us how we can help protect your family and the money you have worked so hard to save.

• Long-Term Care Solutions

  No one ever plans on becoming sick.  Unfortunately, much of this burden often falls on the people we love the most.   There are a number of ways that we can help minimize the impact on you as well as the family around you.  Please ask us how we can help.

• Divorce Planning

  Divorce can be a debilitating time in one's life. The emotional and spiritual impact can be paralyzing. We will help you navigate this difficult time and become your biggest advocate and partner, as we help you work through the process.

• Employee Benefit Solutions 401(k) , profit sharing, and defined benefit

  So all the hours of working around the clock have paid off and you are now the owner of an amazing business with amazing employees. Now what?  SLI will help you consider your options for ways of retaining and rewarding yourself and the people who helped you get to the top. We have a team of folks that can help design a proper 401(k) plan and can include designs to help reward them with profit sharing and defined benefits. 

• Business Owner Solutions

  You, your partners and your family have poured blood, sweat and tears into the business that you created.  Let us help you find a solution that helps preserve the business if something should happen to you.  We will help you consider your options for ways of ensuring the continued success of your business and making sure those key employees and partners never skip a beat in the event that you are not able to show up for work anymore.

• Risk Management

  Taxes, long-term care expenses, your health and longevity, inflation, and market risk are forces that are working against you.  Each of these risks will be an area of focus as we help you build your retirement plan.

• Education Funding

  Paying for a child’s college education can be an expensive proposition.   Fortunately, there are solutions that we can recommend to help meet this financial demand.  We will show you how.