CREATING A FINANCIAL PLAN FOR YOUR INVESTMENTS & RETIREMENT STARTS HERE!
Developing a financial plan is a key factor to keep your financial goals on track. Life is fluid, and your plan needs to be as well.
WOMEN EMPOWERING WOMEN
Women are adept at developing investment strategies. Slate Wealth Management works with women to seek their financial goals. Learn more now!
SUCCESS IN SUCCESSION PLANNING
Succession planning is an important move for any farmer or business owner. Slate Wealth Management is the partner you need to preserve your most valuable asset.
Here at Slate Wealth Management, we value the partnerships we form with our clients. We believe that honesty and integrity are the foundations for a successful relationship, and we feel that it’s important for you to know that your financial advisor has your best interest in mind every step of the way. Some in the industry call this the fiduciary standard. We call it, “Just the way we do business.” Our team is committed to our clients’ success, and that shows through our work and our mission, which is:
“Our mission is to achieve the highest standards of care for our clients, while using our experience to help them achieve the best quality of life possible. We strive to simplify the complex while building lifelong partnerships.”
Our advisors are passionate about helping you as an individual, with emphasis on helping you and your family preserve your most valuable assets. When it comes to defining wealth, we like to identify what you value most. We are a team committed to helping you build your legacy. Our goals include helping you pursue yours. The following information is set up to provide you with a brief introduction to who we are. We hope you consider letting us help you take that first step in working toward your financial goals.
Your financial advisor will work with you to develop a financial plan tailored to your individual circumstances and goals. Once we explore your goals, risks and options, we will devise a strategy that puts your money to work.
Retirement planning is one of the most important decisions you will make for your future. Slate Wealth Management will base your retirement plans on your income, investments and future needs.
Ann Slechta at Slate Wealth Management, works with women to build wealth and meet their financial goals. Learn more about her approach to investment management here.
Many essential decisions are made to continue the farm or business operation, but few owners have identified a successor to continue their operations.