How We Can Help

Your Financial Questions Answered

At Slater Wealth Management, our mission is to help you identify appropriate financial goals and develop a strategy aligned with your needs and situation. We understand that each client's needs and goals are unique and, as a result, we are committed to creating comprehensive investment and financial strategies that fit your personal circumstances and can grow with you over the years.

Before we start working with you, we enjoy taking the time to get to know you on a personal level, understanding your current financial situation, needs, risk tolerance, time horizon, and goals. Once we thoroughly understand where you currently are and where you want to be in the future, we develop customized strategies designed to guide you toward your objectives.

Throughout our process, we provide ongoing education, guidance, and advice. We believe that by understanding your opportunities and investments, you can feel more confident in your decision making and take a more active role in your strategies. Wherever you are in life, we can help you address the many concerns you may face and questions you may have, such as:

  • When can I retire?
  • What is the risk in my investment portfolio?
  • Can I afford to send my child to college?
  • How can I leave a legacy to my loved ones in a tax-efficient manner?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) or IRA?
  • Should I consider a Roth IRA conversion?

Our goal is to help you develop a financial roadmap that can guide you through the many milestones of life, from starting your career to growing your family to living in retirement.