We challenge conventional wisdom in traditional wealth accumulation strategies and distribution strategies. We believe in creating proven wealth strategies where cash flow can be exempt from Federal Income Taxes under the Internal Revenue Code. We LISTEN to our clients to understand their goals and desires. Then we assist them in discovering how to accomplish these goals and desires. We become the catalyst for them to accomplish their goals and solve problems most of them did not realize they had. I have the privilege of managing millions of dollars of assets for families in the Naples FL area, helping them make smart, intelligent decisions about their wealth so they can enjoy life and lead carefree retirement years. Please view my website for more information. www.sfgnaples.com. Forty-seven years in the financial services industry and CEO of Slepcevich Financial GroupFinanacial Disruptor-- Slepcevich Financial Group has been selected for the 2011 Best of Naples Award in the Investing category by the U.S. Commerce Association (USCA).Life Member of the Million Dollar RoundtableMentor in Take Stock in Children,Estate Planning Council of NaplesAdvisor of the Year Summit Alliance Capital Management 2005. Former USMC Officer Top Wealth Advisors in Naples 2004,2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, etc., etc.Specialties: Financial & Estate PlanningFee Based InvestmentsLife Insurance AuditsAssisting people to make intelligent financial decisions and realize the holes in their planning
Listed skills include Retirement Planning, Estate Planning, Investments, Strategic Financial Planning, and 46 others.
