Protecting Family Wealth
Family harmony should not be a casualty of significant wealth. Family is never far from your thoughts or ours and family harmony should not be a casualty of significant wealth.
Slater Financial – Protecting Family Wealth
I've been in the business since 1995 and I built relationships with experts that share my views. We take the time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields. Our role is to help navigate when things become too burdensome and too big for you to handle. Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.
To me, family is the most important thing in my life. We have four kids. My wife's sister has five kids and my brother has two. And we all live within five minutes of each other. So when we have get togethers, it's a big, big family. I feel honored and privileged that I get to work with families in my day to day business.