Wealth Management

Life is About Moments

A Slavic Wealth Management advisor plans for all of them

Through goal-based wealth management services, we strive to help you financially prepare for marriage, starting a family, homeownership, opening a business, retirement, and many other things you dream of. Our professional wealth management consultants help you to achieve your financial dreams and goals.

What Would You Like to Do?
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Slavic Wealth Management Services

What matters to you, matters to us. Our team of wealth management advisors will help you identify a financial plan, which we believe will help you achieve your dreams and protect your wealth assets from life’s unexpected moments.

RETIREMENT

We help estimate your retirement expenses and income, then suggest a savings plan and financial strategy we believe will start you on the path to the retirement you dream of.

INVESTMENT AND BUDGETING

With information you supply, a Slavic Wealth Management consultant can help you analyze and project expenses, create a budget, and suggest ways to implement a saving and investment strategy to help you save for a wedding, new home, college tuition, or any of life’s biggest milestones.

INSURANCE AND PROTECTION

It’s important to identify adverse factors that could negatively affect your life. One of the ways we suggest to protect your assets is through various types of personal and financial insurance.
 
ESTATE PLANNING

Our financial advisors will provide you with a list of estate planning attorneys in your area to help you establish legal paperwork and directives, so your loved ones are taken care of after you pass, or in the event you become unable to take care of your own financial and medical affairs. This is a vital aspect of retirement planning yet one which some individuals may want to avoid – Slavic Wealth Management helps you get the ball rolling.
TAX PLANNING

Why pay Uncle Sam more than you’re required to pay? Our goal is to limit your tax liabilities so you retain more of your hard-earned money. A wealth management consultant will review your tax situation and refer you to tax professionals, if needed, for more robust tax planning assistance and strategy.
Resources

Helpful Financial Tools

We have tools to make managing your money and financial goals more efficient.

Resources

Helpful Financial Tools

Whether you sponsor a retirement savings plan or are a participant in one, we have tools to make managing money more efficient.
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Location

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Each person has a different propensity for risk. When investing, it can be used to determine your strategy.

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