About Us |
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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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Our Services
What We Do For Clients |
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. |
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. |
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. |
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. |
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 |
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