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Services

At Slane Financial, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Bond Funds
  • Money Market Accounts
  • Annuities
  • Roth IRA
  • Traditional IRA
  • Education IRA
  • 529 Plans
  • SEP IRA
  • SIMPLE IRA
  • Individual and Group 401 (k)
  • Profit Sharing

Financial Planning

  • Asset Allocation
  • College Funding 
  • Survivor's Income
  • Estate Review 
  • Retirement
  • Business
  • Tax Planning Strategies

Insurance

  • Term and Permanent Life Insurance
  • Annuities
  • Disability Income
  • Business Planning
  • Key Personnel
  • Personal Medical
  • Long-Term Care
  • Medicare Supplement