Our firm specializes in helping individuals develop sound investment and retirement strategies.
If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
We offer personalized, hands-on service for all our investors.
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of investing today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals.