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2375 Tamiami Trail N, Suite 208
Naples, FL 34103

"An introduction to a friend by a client is a huge responsibility and a tremendous compliment that should never be taken lightly." - Anonymous
About Us

Bill Slepcevich - Owner
Bill started in the financial services industry in Merrillville, Indiana in 1974. He started Slepcevich Financial Group in 1989, moving to Naples, Florida in 1995.

He is dedicated to helping people make intelligent financial decisions that will best serve their needs and allow them to achieve their goals.

He has been selected as one of the Top Wealth Advisors in Naples every year since 2004. He is an active participant in the Naples community and also served as an Officer in the United States Marine Corps.

Will Slepcevich - Financial Professional
Will grew up in Naples and is a 2008 graduate of Rollins College with a BA in Economics. He represented Northwestern Mutual for 7 years until joining the family business in August 2015.

Will is committed to assisting clients with their Estate, Retirement and Financial Solutions, specializing in Life, Disability and Long-Term Care Insurance.

Diane Linkenberg - Administrative Assistant
Diane moved to Naples from Indianapolis, Indiana in 2011. She graduated from Ball State University with a BS Degree in Actuarial Science and worked as an actuary at American United Life for 7 years. She also worked as a database programmer and a business manager prior to moving to Naples.

She joined the firm in August of 2013. Her responsibilities include client servicing, account processing, marketing, scheduling and database maintenance.

Kim Slepcevich - Office Manager
Kim has been married to Bill since 1982. She has a Master's Degree in Education from Indiana University and taught school in Indiana and Naples before joining Slepcevich Financial Group in 1998.

Kim's responsibilities include payroll, taxes, accounts payable, banking, office equipment and supplies.

What We Do
  • Listen to our clients to understand their goals and desires
  • Assist them to discover how the products and services we utilize can be beneficial to them
  • Be the catalyst for clients to do the things they need to do to accomplish their goals and desires

Products & Services
  • Financial, estate and investment planning
  • Advanced life insurance strategies for high net worth individuals and companies
  • 2nd to Die insurance for estate and charitable planning
  • All types of life insurance for dependency purposes and businesses
  • Managed money for individuals and trust accounts
  • Fixed and equity indexed annuities for clients who want low volatility
  • 401K, Simple IRA, SEP IRA, Disability income
  • Life settlements for 65+ who no longer need their policies or retiring business owners
  • Guaranteed income streams for life (Guarantees are based on the claims paying ability of the issuing insurance company)

 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.