Investment Plans 

Author: Kevin Slater |

  • There are so many investment account types and products out there.  Allow a Slater Wealth Management advisor help you take control of your financial situation to ensure you are on the right track to meet your goal and dreams.  Our process is to: 
  1. Establish and define a business relationship 
  2. Gather data and define goals 
  3. Analyze and evaluate current financial status 
  4. Develop and present recommendations 
  5. Implement recommendations 
  6. Monitor the progress and adapt plan as life changes    


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