Slosberg Financial Solutions offers personalized financial planning and investment management. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. Slosberg Financial Solutions can work on specific financial aspects or the complete picture. The firm can provide financial planning and investment management on a fee-only basis, and also sells annuities, insurance, and other commissioned products. Investment advice is provided, with the client making the final decision on investment selection.
Fee Structure
Slosberg Financial Solutions invests assets primarily in no-load mutual funds and exchange-traded funds. Stocks and bonds may be purchased when appropriate. The firm does not receive any compensation from fund or brokerage companies. The client makes the final decision on investment selection. Slosberg Financial Solutions does not have discretionary authority to manage securities accounts on behalf of clients. The firm will only execute a trade after the client reviews and approves the trade.