About Us

SLA Financial is an independent financial planning firm. We specialize in comprehensive financial planning: cash flow management, risk management, wealth management, retirement planning, and divorce and estate planning for women in transition. These comprehensive planning services are designed to incorporate all phases of our client’s lives.

PHILOSOPHY

At SLA Financial our clients are our first and primary objective. We work with our clients to devise a formal comprehensive strategy to help match and achieve their individual goals. SLA Financial is a no pressure, friendly environment where our client's financial concerns are heard and addressed.

SLA Financial specializes in independent financial services for women in transition. Many of our clients are women going through divorce who have many financial decisions to make concerning the marital home, division of assets, college funding, and their own path into retirement. We also serve widows who are trying to manage cash flow and assets possibly for the first time and professional women who are starting and maintaining their businesses.

It is our desire to offer a place where women can come to learn and to grow to the point where they can handle and be actively involved in the financial decisions that impact their lives.

SLA Financial also offers a wide variety of retirement planning for all types of clients including couples and corporate employees funding their own retirement plans as well as college planning and funding. We have over 20 years of retirement planning experience and can assist all of our clients with potentially easing the worry of outliving their assets.