WE ARE A VIRTUAL FINANCIAL PLANNING & WEALTH MANAGEMENT FIRM

Our Primary Purpose

Hello and Welcome to Slight Edge Insurance Financial Services LLC.. for over 25 years, We dedicated our firm to the art of financial planning, advanced insurance planning, wealth management, and retirement strategies. Our journey in this industry is more than a for profit business; it's a passion for empowering individuals and businesses to realize their financial goals.Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We have a combined 35 years of industry experience with a ”Slight Edge“ mentality

Our Approach & Philosophy: Navigating the financial landscape can be complex, but I believe it doesn't have to be daunting. Our philosophy is rooted in clear, empathetic communication and a deep understanding of each client's unique needs. We pride ourselves on being a forward thinkers, always anticipating the needs of our clients and the movements of the market.

What We Offer: We bring a rich tapestry of skills to the table – from investment management and retirement planning to risk assessment and income planning. Our approach is holistic and client-centered, ensuring that every aspect of your financial life is addressed with care and expertise.

Personal Touch: In this journey, Our clients are not just numbers or portfolios; they're part of the Slight Edge family. We are driven by the relationships We build and the success stories we create together. Being resilient, relentless, and competitive in Our field means We never settle for less than the best outcomes for those We advise.

Conclusion: At Slight Edge, We are not just managing wealth; We are nurturing dreams, securing futures, and building legacies. We are high on life, driven by the success of Our clients, and passionate about every story of financial triumph. Let's embark on this journey together – towards a future that is as bright as our combined efforts.

WE DO NOT DISCRIMINATE LIKE MANY FIRMS DO, WE BELIEVE EVERYONE DESERVES FINANCIAL PLANNING!

Why We Are A Virtual Wealth Management Firm...

Our Firm Being Virtual Opens Us Up To Working With Anyone, Anywhere. There Are No More Barriers For Us. That provides A Lot Of Freedom Not Only For Us, But For Our Clients & Prospective Clients.

Being A Virtual Wealth Management Firm Means Our Clients Can Be Anywhere In The World, Too. They're No Longer Limited To Working With Someone Based Solely On The Fact That Two Parties Are Present In The Same Town. Our Clients Get To Choose The Absolute Best Financial Planner For Them, Based On What The Professional Can Provide, And Not Based On Where Everyone Happens To Be On A Map.

Our Clients Can Still Live In The Same Town As We Do. They Can Still Live Within An Hour Or So Of A Face To Face Meeting. Also, Our Clients Still Work Virtually With Us, Having A More Convenient Option Provided For Them.

We Learned When You Force Clients To Meet In Person 100% Of The Time Is A Big Time Commitment. They Might Have To Take Off Work, Find A Babysitter. Then They Have To Get To Your Office, And Deal With Traffic & Parking.

A One Hour Meeting Becomes a Three Hour Ordeal For Those Who Work, Have Families, Or Need To Attend To Other Responsibilities. Hosting Virtual Meetings Saves Time And Stress, And Provides A Better Experience For Our Clients.

WE ARE A VIRTUAL FINANCIAL PLANNING & WEALTH MANAGEMENT FIRM

Our Primary Purpose

Why We Are A Virtual Wealth Management Firm...

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