Our Three Core Principles

You need a solid retirement income strategy in order to retire successfully. Our strategy is based on three key guiding principles: Safety, achieving a Reasonable Rate of Return,** and Keeping things Simple. Let us help you retire confidently!

Safety First

You've worked hard to earn and to save money.

And that money needs to last you a lifetime. At Slate River Financial, our number one priority is safety first. Your principal should be protected, while you earn a reasonable rate of return.** Stock markets have peaks and valleys. You may still be able to recoup your losses if their value drops while you’re working. However, once you reach a certain age, you have less time to recover your losses. It becomes increasingly important to protect your assets as you approach retirement. We offer our clients products that keep their principal and interest protected, while they no longer have to worry about whether the market is up or down.

Reasonable Rate of Return**

Our secondary goal is to help you get a reasonable rate of return** on your money over time. Traditional financial products usually offer disappointing returns. Typical financial products often won’t provide retirees with sufficient retirement income. Although your money is safe, it may not cover all your expenses. These types of retirement income strategies don’t suit the needs of most clients. Slate River Financial, however, specializes in providing clients with protection as well as a reasonable rate of return.** Without our strategies, clients often see an increase in interest when indexes rise. But when the market is down, they don’t lose money.

Our Third Goal:

Keep It Simple

grandpa fishing off a dock with his two granddaughters retirement income oklahoma city ok

Lastly, we believe that your retirement income strategy doesn’t have to be complicated. A complicated strategy doesn’t necessarily equal a better strategy. We believe your finances should be simple and easy to understand, and what we offer our clients is just that. Our approach is to educate, guide, and review strategies with you. You should walk away from our no-obligation meetings with thorough knowledge of the strategies we offer, and be able to make an educated decision about whether they’re right for you.

Developing the Right Strategy

We understand that every client's needs and financial circumstances are different.

Get in touch with us to explore the retirement options that suit your needs. You don’t have to pick between our three values, it’s possible to have all three.

Is Slate River Financial the right option for you? You can determine this in as little as fifteen minutes, over a no-obligation meeting. Call us to schedule a meeting today, to see if what we offer is right for you.

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