Meet SL Wealth Advisors

Unprepared. Perhaps anxious. The feelings most of us have when a crisis first strikes.

Then questions begin.

Do we have enough liquidity to see us through? Are we too heavily weighted in stocks and other more-volatile investments? Do I even know what my portfolio really looks like?  Why didn’t I make the time to put an estate plan together or update the one I did years ago? 

We have a question for you.

Did you know the Smith Leonard professionals you know and trust offer services beyond tax preparation and audits? SL Wealth Advisors stands ready to help you address your financial planning and investment management concerns.  In difficult times like these, it helps to have a financial plan in place that can help you navigate through uncertain waters – and someone you can depend on to help see you through.

Contact us to set up a time to chat (virtually of course, for now). We’d like to give you peace of mind to be able to take care of some of the questions that likely keep you up at night.

Mark Bulmer

Jimmy Eggers

 

Karen Hodson

 

Kevin Benson

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