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.
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 assets from life’s unexpected moments.
We help estimate your retirement expenses and income, then suggest a savings plan and strategy we believe will start you on the path to the retirement you dream of.
With information you supply, we 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 or any of life’s biggest milestones.
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 insurance.
We 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.
Why pay Uncle Sam more than you’re required to pay? Our goal is to limit your tax liabilities and retain more of your hard-earned money. We review of your tax situation and refer you to a number of tax professionals to choose from, if needed.
We have tools to make managing money and goals more efficient.
Each person has a different propensity for risk. When investing, it can be used to determine your strategy.
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.
