Richard M. Slavin
For many, understanding every aspect of personal finance can be daunting. Just as great athletes have coaches, personal trainers and business managers who support, encourage and look out for them. My role is often to coordinate issues or be the financial quarterback.
Among my greatest value to clients is that I bring ideas to them while giving them an opportunity to ask questions so they can make informed decisions. This means showing all reasonably relevant options rather than ruling them out and may include professional services and products which I don't provide. I also return calls and do what I say I'll do. I started in the financial services and insurance business in 1980. I have an MBA with an emphasis in finance and taxation, and spend time and money keeping up-to-date in my profession.
Very few people in my business have my broad range of experience, knowledge and resources. My role can also be how to loosen rather than tighten one's budget. As part of our strategy, we seek to remove opinion and to scientifically tell the whole story.
As a member of the community for many years, I’m grateful and honored for the many clients who put their trust in me. They tell me they appreciate that I'm dependable, resourceful, forward-thinking, and knowledgeable. I take pride in knowing that I have helped many people pursue the type of financial future they hope to have. For more information about us and our services, please contact us.