LPL Financial Advisor, CEO & Founder
Hi there! I’m Ann Slater-Slechta, LPL Financial Advisor, CEO & Founder of Slate Wealth Management in Carroll, Iowa. As a Certified Retirement Income Professional, we assist our pre-retirees and retirees to live their best life in...
Director of Operations and Insurance Services
Kerri (Muhlbauer) Trecker joined the team in November 2020. Kerri’s background and experience will contribute to the service we provide at Slate Wealth Management. Kerri comes to us after spending 7 years at Dupaco Community...
We provide independent, comprehensive financial planning in the context of a long-term partnership with you. Through our 13 years of experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where we can help you pursue your financial and lifestyle goals.
You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf. As an independent full- service financial services firm, we are not tied to any particular family of funds or proprietary investment products. We have the freedom to choose from a wide range of investment options in order to tailor our advice based on what's suitable for you.
Financial planning is an ongoing process of preparing for and reacting to Critical Life and Financial Events that happen along the way. The steps we follow can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a lake house or cabin, or proactively planning for your legacy. Our resources and experience help you to prepare for such events, so that you can pursue your financial and lifestyle goals.
LPL Financial and Slate Wealth Management do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.