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 Services℠ and Avantax Advisory Services℠

Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.