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Slepcevich Financial Group LLC
Bill Slepcevich, RFC, ChFC, CLU
Will Slepcevich
239-435-9433
wslepcevich@questarcapital.com
Welcome to Slepcevich Financial Group LLC
Slepcevich Financial Group LLC is a truly independent firm specializing in fee based asset management, financial & estate planning services and life insurance audits. Our goal is to offer clients accurate, timely and appropriate financial information. We offer "personal touch" relationships that our clients appreciate.

Our Philosophy: "To educate our clients as to their options and alternatives, so they are able to make informed and intelligent financial decisions."

Our Mission: "Our job is to be your financial advocate and be completely objective. We strive to always make a difference in our clients' lives and to make their dreams come true."

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Latest Video Client Alert
Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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 Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Slepcevich Financial Group LLC is independent of QCC and QAM. 


Check the background of this financial professional on FINRA's BrokerCheck.