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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Do you have a collateralized account that you can use all your working life? And if that account would give you a tax exempt cash flow in retirement would you want to learn about it?
When would you like to find out that everything you believed to be true about money turned out not to be true?
Were you aware you will pay tax on up to 85% of your Social Security when you draw it out?
Did you know WHERE you put your money is more important than rate of return?
We believe in multigenerational planning and have several clients in their 90’s as well as their children, grandchildren and great-grandchildren as clients. While planning for today is important planning for the future and many generations is extremely important.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Slepcevich Financial Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Phone: (239) 435-9433
Office location: 2375 Tamiami Trail North Suite 208 Naples, FL 34103
Office hours: Mon-Fri: 8:00 AM - 5:00 PM