Products & Services
At SLS Inc., we provide assistance in the following areas:
Tax
- Individual Tax Planning & Preparation
- Business Tax Planning & Preparation
- Estate & Gift Tax Planning & Preparation
- IRS Representation
Bookkeeping
- Reconciliation of Bank Accounts
- QuickBooks
- Chart of Accounts
- Inventory
- Accounts Receivable & Payable
- Year-end Processing
- Payroll
- Maintenance of Bookkeeping
- Internal Controls
- Tax Liability Tracking & Payment
Investment Products*
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Directly Held Accounts
- Advisory Accounts
- Common Stock
- Bonds
- Mutual Funds
- 529 Plans
Investment Management*
- Multiple Portfolio Managers
- Asset Allocation
- Coordination of Assets
- Asset Allocation Maintenance
- Risk Adjusted Returns
- Diversification & Correlation
Family Risk Management
- Life Insurance
- Disability Protection
- Long Term Care Insurance
- Personal Liability Protection
- Health Insurance
- Medicare Supplements
- General Insurance Review
Retirement Planning*
- Goals & Financial Needs
- Individual Retirement Plans
- Government Benefits
- Beneficiary Analysis
- Corporate Retirement Accounts
Cash Flow & Debt Management
- Household Budgeting
- Home Mortgage
- Credit Card Debt
- Personal Loans
- Auto Loans
Education Planning
- College Planning & Funding*
- Living Expenses
- Teaching Children About Money
- Special Needs Planning
Business Planning
- Ownership Structure
- Cash Flow Management
- Succession Planning
- Benefit Planning
- Business Retirement Plans
Legacy Planning
- Will & Trust Planning
- Charitable Giving
- Asset Titling
- Wealth Distribution Planning
Special Situations
- Weddings
- Divorce
- Inheritance
- Special Purchases
- Special Needs Children
*These services offered by - Kevin Lindstrand, Tim Schuth, Mona Platt and Chip Anderson - through their affiliation with Avantax Investment Servicesâ„ and Avantax Advisory Servicesâ„
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.