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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 consultant team helps you to achieve your financial dreams and goals through financial planning, investment advice, brokerage services, estate planning and more.

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Slavic Wealth Management Services

What matters to you, matters to us. Our team of wealth management consultants 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. As certified financial planners, we’re here to help you grow your wealth and your future as we guide you in prudent financial decisions and help to develop a sound financial strategy.

RETIREMENT PLANNING

Our wealth advisors will 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. Your personal information is always safe and sacrosanct with us, and our equitable advisors strive for transparency and candor in all our dealings with our valued clients.

INVESTMENT STRATEGY 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. Investment advice on risk management and trends in investing is covered.

FINANCIAL 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 financial assets is through various types of personal and financial insurance. Your wealth management consultant can go over these options with you.

 
 

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 with understanding and expertise.

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 financial strategy.

Wealth Management Resources

Helpful Financial Tools

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

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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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RISK TOLERANCE QUIZ

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

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401(k) Retirement

Slavic Integrated Administration

401(k) administration and record-keeping services.
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Mutual Funds

Slavic Mutual Funds Management Corporation

Our advisory services arm, registered with the SEC.

Slavic Integrated Administration, Inc.
Boca Raton, FL

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Slavic Integrated Administration, Inc.
1075 Broken Sound Parkway NW
Suite 100
Boca Raton, FL 33487-3540

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© XXXX Slavic401k. All right reserved.

Advisory services provided by Slavic Mutual Funds Management Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training on the part of SMF or its representatives. Administration and record-keeping services are offered through Slavic Integrated Administration. Both entities are collectively referred to as “Slavic401k.”

No content published throughout this site should be considered by the reader to constitute any type of investment advice. It is not the intention of Slavic401k nor should the reader assume that any reference herein to any particular investment, asset mix, security, portfolio of securities, transaction or investment strategy should be construed as investment advice. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Any specific questions that you might have concerning your individual investment decisions should be addressed to your personal investment advisor. Moreover, nothing herein should be considered as legal or tax advice. If you have any questions or concerns relative thereto, you should consult a qualified professional.

For more details on Slavic Mutual Funds Management Corporation, see our About Us page. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Neither diversification nor asset allocation ensure a profit or guarantee against a loss.

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