Core Services

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Personal Planning

We work with you on a basic plan to meet the current and ongoing financial needs of your family or business.

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Business Planning

As a business owner, you understand the importance of sustainability. What are the most important components of your operation? Who are the most important people? We help you plan to save money in an efficient manner, and plan for risk in unforeseen situations.

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Estate Planning

Have you considered your heirs? We can help you create an effective way to distribute assets to your loved ones while working with other key advisors. We also work to consider the tax environment as it relates to your portfolio.*

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Succession Planning

The future is bright for your business - but what is the long-term plan? Is the next generation “in house” or is a sale on the horizon? We help take a snapshot of your current situation in order to build the plan you want to have.

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Retirement Planning

It is never too early to start saving. The more you can save the more options you give yourself in the future. We can help you build a sensible plan that takes into consideration all of your wishes. Maybe you are just starting to save, or maybe you are about to actually retire. At any point in the process, we can help. Our team is here for you.

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Wealth Accumulation

Tennessee Williams Once Said: “You can be young without money,but you can’t be old without it.” Let’s think about the future. The decisions you make today will undoubtedly create what situations come tomorrow. Want to create a plan that aids in growing a business? Are you a professional who wants to maximize your earning years into your ideal “tomorrow”? We can help you.

*Sledge & Company does not offer legal or tax advice. Please consult your tax or legal advisor.