Investment Retirement Planning

We have a large world of investing tools at our disposal as opposed to the limited set of proprietary tools most firms use. This means working together to build a one-of-a-kind strategy for each and every client we serve. We’re also different because we are held to the highest standard of accountability as financial fiduciaries. As fiduciaries, we are required to always act in our client’s best interest. Our philosophy sets us apart; custom solutions with your needs first.*

In these unprecedented times, we must make sound investing decisions based on the things that we know. At Cantilever Financial Group we know that when the investment landscape changes, the tools we use must change to remain relevant. We know that while the world of investing is filled with compromises, our client’s goals can never be compromised. Above all else, we know that our clients and our business will continue to succe ed so long as we embody our three core values; straightforward honesty, earned trust, and enduring success.

• IRA legacy

  planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, with the lowest tax liability possible. Slagle Financial can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with minimal taxes due.

• Trusts

  Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs so they by-pass probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Cantilever Financial Group to learn more.

• 401K and IRA

  Let us help you turn your nest egg into a “golden egg” that keeps providing for you. Cantilever Financial Group specializes in retirement planning. Our agents and advisors can help you roll over your retirement savings accounts – thus helping you avoid unnecessary taxes, penalties, and fees – and build a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Cantilever Financial Group advisors and agents can help you create the plan you need to reach more of your retirement goals.

* Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.