Secure Your Future with Confidence
Retiree-specific financial planning services
Are you a retiree or a parent looking to secure your financial future amidst the complexities of retirement? Just as you've dedicated your life to nurturing your family or career, managing your finances requires a tailored approach to address the unique challenges you may encounter.
Retirement brings a host of financial considerations, from navigating fluctuating income streams to ensuring your savings last throughout your golden years. As a retiree, you may find yourself grappling with questions about healthcare costs, estate planning, and maximizing your retirement income while minimizing tax liabilities.
Likewise, as a parent, you understand the importance of providing for your family's future while balancing current financial obligations. From saving for your children's education to planning for unexpected expenses, the financial responsibilities can feel overwhelming.
At SLP Wealth, we understand the financial intricacies that retirees and parents face. Our team specializes in crafting personalized financial strategies tailored to your specific needs and goals. Whether you're navigating the transition into retirement or planning for your children's future, we're here to help you every step of the way.
Let us be your trusted partner in securing your financial well-being. Schedule a consultation with one of our experienced financial advisors today and take the first step toward achieving peace of mind for you and your loved ones.
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonials
Marie
Retired“Meagan is always attentive to what is going to work for me, rather than a cookie cutter approach.”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.