Sledge & Company is a financial corporation providing services in financial strategies, estate planning, and transition strategies. Our company specializes in working with small business owners, executives, retirees, and professionals in the areas of estate, business succession and retirement, and risk management. We developed a process-driven approach, which follows proven steps to develop a customized plan that is well suited to our client’s individual situation and needs. This process involves several well-designed areas to help the client maintain control and create synergy among all advisors; but most importantly, taking action with confidence and the capability to manage it.Sledge & Company provides quality financial strategies, and offers insurance and financial products and services, and employee benefit services to businesses and individuals.I specialize in Financial Planning and Wealth Management solutions for professionals and families. With half a decade of experience in the Accounting and Consulting professions, I am specially equipped to help not only the individual plan for their financial success, but businesses and their owners as well. In addition to Financial Planning with Sledge and Company, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer Securities solutions and Insurance services through NYLIFE Securities LLC, (Member FINRA/SPIC), A Licensed Insurance Agency.