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Slepcevich Financial Group LLC
Bill Slepcevich, RFC, ChFC, CLU
Will Slepcevich
239-435-9433
wslepcevich@questarcapital.com
Welcome to Slepcevich Financial Group LLC
Slepcevich Financial Group LLC is a truly independent firm specializing in fee based asset management, financial & estate planning services and life insurance audits. Our goal is to offer clients accurate, timely and appropriate financial information. We offer "personal touch" relationships that our clients appreciate.

Our Philosophy: "To educate our clients as to their options and alternatives, so they are able to make informed and intelligent financial decisions."

Our Mission: "Our job is to be your financial advocate and be completely objective. We strive to always make a difference in our clients' lives and to make their dreams come true."

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Latest Video Client Alert
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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 Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Slepcevich Financial Group LLC is independent of QCC and QAM. 


Check the background of this financial professional on FINRA's BrokerCheck.