Financial Services

Sound planning is the best way to make sure your finances meet your immediate and future needs and Seitz, Leatherman & Kolb, LLC is here to help you make it happen.

By discussing your lifestyle and personal goals, we will help you build the foundations of a financial strategy that, with on-going reviews, ensures you enjoy life and are financially prepared to cope with unforeseen events. We always keep in mind that tax-effective strategies combined with security and strong performance can increase your wealth dramatically over time.

The best time to start is today. If you think you already have an effective strategy in place, we suggest allowing us to review it. We are highly qualified to provide tax-effective advice and we are unbiased as it relates to the products we use to achieve your goals.

Some of the financial services we consult on, include:

  • Insurance planning
  • Retirement planning
  • Education planning

Call on SLK, LLC to help you plan for and ensure a sound financial future.