RP Slater Financial Management, LLC

I am an independent, fee-only investment advisor and manager. I do not accept any commissions nor do I sell any products. This gives me no incentive to make excessive or unnecessary trades that could “eat away” at your returns.

My goal is to work with each client to provide a personalized investment strategy that will change over time. Of course, you must reduce risk as you approach retirement, but there’s also an important difference in strategy once you begin drawing from your accounts. The emphasis shifts from earning returns on investments to earning returns from investments. 

The best way to explain this further would be to sit down for a consultation. I can look at your current investment strategy and make specific recommendations. Again, because I operate fee-only, this would not be a sales pitch.