Slight Edge Insurance & Financial Services, LLC
Slight Edge Insurance & Financial Services, LLC
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  • About Slight Edge
  • Why Slight Edge
  • Our Services
  • RIA Partnerships
  • Our Partners

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Services Provided

Insurance Planning

Protect family, income, legacy with life, disability, LTC

Annuity Strategies

Grow tax-deferred, shield against losses, lifetime income

Retirement Income

Coordinate 401(k)s, IRA's, Social Security, annuities

Business Owner Solutions

Buy-sell, key person, deferred comp, succession

Estate & Legacy

Transfers, charitable planning, estate liquidity

Policy & Annuity Reviews

Fix underperforming policies, reposition assets

Copyright © 2025 Slight Edge Insurance & Financial Services, LLC - All Rights Reserved



 

Important Disclosures

  1. Nature of Services – We provide insurance and financial services. We are not a law firm, tax advisor, or fiduciary under ERISA or the Investment Advisers Act, unless otherwise stated in writing.
  2. Compensation – We may receive commissions for the sale of insurance products.
  3. Risk Acknowledgment – Certain products may involve risks. You should carefully review product materials before making any decisions.
  4. No Guarantee of Results – Past performance or product illustrations are not guarantees of future outcomes.
  5. Licensing – Our firm and representatives are licensed in certain states. Products may not be available in all jurisdictions.

By working with Slight Edge Insurance & Financial Services, LLC, you acknowledge receipt of these disclosures and understand the scope of services provided.


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