Slepcevich Financial Group LLC
About
Our Family Taking Care of Your Family.
We believe in multigenerational planning and have several clients in their 90’s as well as their children, grandchildren and great-grandchildren as clients. While planning for today is important planning for the future and many generations is extremely important.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Founded 1974 in Indiana and full time in Naples Fl since 1995
At Slepcevich Financial Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
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Frequently asked questions
What is your typical process for working with a new customer?
First meeting is designed to see if we are comfortable with each other and only goal is to ascertain if we should have second meeting.
Second meeting is to reveiw existing plans, investments, legal docs. and review client goals.
Third meeting is to review recommendations and start implementation if client is ready.
What education and/or training do you have that relates to your work?
I hold Chartered Financial Consultant and Chartered Life Underwriter designations from The American College.
46 years in business as of May 2020
Do you have a standard pricing system for your services? If so, please share the details here.
Fee based investment and fee based planning. Varies on scope and size of portfolios. Some commission based business if it is the best interests of the client.
How did you get started in this business?
Started in 1974 with New York Life and then into management for 13 years and retired from NYLIC after 30 years in 2004.
What types of customers have you worked with?
Business owners, attorneys, CPA's, auto dealers, doctors/dentists, teachers.
Describe a recent event you are fond of.
Going on Honor Flights.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look at history of firm and the people involved and longevity of clients with the firm.