Secure Your Future with Confidence

Retiree-specific financial planning services

Try SLP Wealth Risk-Free

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

$199
/month
+
$0 enrollment fee
At this pricing, you’re getting:
  • First Month 50% Off ($99)
  • Financial Planning
  • Cash Flow Management
  • Insurance Advice
  • Retirement Savings Planning
  • Student Loan Advice
  • Try for 30 Days Risk-Free
Get Started

Add Additional Services:

+ 0.25% – 0.75% AUM (assets under management)

We manage your portfolio so you don't have to. Tax-loss harvesting, diversified investments, and low fees, with your goals driving every decision. See our brochure for additional pricing info.

Go to Pricing

1For a limited time, just $199/month for financial planning and we’ll waive your set up fee ($0 instead of $1,000). 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!

Testimonials / Endorsements

Marie

Retired

“Meagan is always attentive to what is going to work for me, rather than a cookie cutter approach.”

Disclaimer:


These testimonial/endorsement statements were provided by current and former 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. No compensation was given, and no conflict of interest exists between the client and SLP Wealth.