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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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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.

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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Contact Us
MAIN OFFICE
501 N Brookhurst St, Ste 318
​Anaheim, CA 92801
EMAIL
[email protected]
CALL US
(714) 776-0606
Phone: (714) 776-0606
Email: [email protected]
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

​We collect non-public information about you from the following sources:
-Information that we receive from you on applications, organizers, and other forms.
-Personal interviews and conferences with you.
-We collect your phone number through our contact information form, and with your consent we will send you text messages to set or confirm appointments if you’ve opted in. Reply STOP at any time to unsubscribe from text messages. We will never share your customer data with third parties for marketing or promotional purposes.
We do not disclose any non-public personal information about our clients or former clients to anyone without specific authorization from the client, unless required by law.
We restrict access to non-public personal information about you to those of our employees who need to know that information in order to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.
If you have any questions regarding this policy, please call us at 800 698-2560.