Susan Miller
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Welcome To...

Slaten wealth management

Mastering Money, Taxes, and Retirement 

A unique wealth management firm that fully integrates Estate Planning and Tax Planning with Investment Management.
meet us
Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
 

About Us


Slaten Wealth Management
Mastering Money, Taxes & Retirement

More money – less taxes. A noble goal but few achieve it. With tax laws constantly changing and investment opportunities everywhere, the task of protecting your hard-earned savings is not a job that should be undertaken alone.

As experienced Fiduciary advisors, we can offer guidance that is always in your best interests and provide integrated investment and tax planning.
We are especially adept in transitional planning to help add clarity and understanding in life’s most changing times.

We are here to assist you in:
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meet the team
 
Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.     
    

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
how can we help you?
 
 

Sequence of Returns

Understand why the ups and downs of the stock market can have such devastating affects on your retirement IF you're drawing income. 
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Registration Form

Please fill in the form below.

 
We Love To Meet New People!
Contact Us

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MAIN OFFICE
501 N Brookhurst St, Ste 318
​Anaheim, CA 92801
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EMAIL
team@slatenwealth.com
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CALL US
(714) 776-0606

Registration Form

Please fill in the form below.

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Phone: (714) 776-0606
Email: team@slatenwealth.com

The information provided herein is the exclusive property of Slaten Wealth Management. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.​ © 2022. Slaten Wealth Management. ​

Registered Investment Adviser. More info on Investment Adviser Public Disclosure Site
  • Home
  • About
    • Meet The Team
  • Services
  • Article
  • Contact