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. Ann 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.
She has 13 years of experience helping people pursue their wealth and retirement goals. Ann 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.
Services
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.
Charitable Giving and establishing personal giving strategies through use of IRA's, beneficiary planning, appreciated stock, etc. Our process is designed to ensure our clients never outgrow our process, they grow into it, as their lives unfold and needs evolve. We strive to build a lasting personal relationship offering comprehensive planning to you and the generations who follow.
With the recent ups and downs of the market, even patient investors may come to question the wisdom of the investment plan that they've been following. If we think your investments continue to be well-suited to your long-term goals, we'll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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. Creating a strategy for managing your investments, retirement, and estate requires an understanding of your risks as well as your cash flow. Your financial consultant will work with you to develop a financial plan tailored to your individual circumstances and goals.
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