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 protect your most valuable asset.
At Slate Wealth Management, we value the partnership we form with our clients. Trust is the foundation for a successful relationship, and you need to know that your financial advisor has your best interests in mind every step of the way. Ann Slechta, CEO and Founder, is committed to her clients’ success. She has 13 years of experience helping people pursue their wealth and retirement goals.
Community Involvement Ann has a long history of community involvement. She is active in numerous organizations and philanthropies. Her passion for giving back is evident in her activities in the Carroll community. This same commitment to service drives her work with Slate Wealth Management.
ExperienceAnn is passionate about helping women and those within the agricultural community with financial planning and retirement planning. As a woman herself, she understands the importance of wealth management for other women who are divorced, widowed, or single.
Ann’s work with her husband in managing the family farm gives her a unique perspective as a financial advisor for farmers. She is an experienced professional in succession planning and works with her clients to protect their current investments while planning for the future of their farm.
When it comes to managing your wealth, trust a professional advisor who is committed to helping you build your legacy. Contact us today at 712-775-2251 to take the first step in meeting 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.