- Tax Services
- Investment ManagementThrough Worth Magazine’s Leading Advisors program, Slaughter Associates Vice President, Bob Tabor, addresses a growing issue among high net worth clients — a service plan that does not meet the needs of the individual’s wealth. Hear how a comprehensive wealth plan does exist for affluent families caught between mass investment management and a family office.
- Wealth ManagementThe team at Slaughter Associates has expertise in working with those who are new to the responsibilities that come with wealth and those with established wealth through a professional career or business ownership. We recognize wealth management strategies amongst the two groups can be similar, but there are also unique circumstances within each case that must be addressed by an advisory team with a particular expert knowledge set.
- Accounting Services
- Financial PlanningGenerating a financial plan is one of the more important and rewarding processes you or your family can do for your financial future. Slaughter Associates, through decades of experience and training, has formed a financial planning process that puts you on your way to reaping its benefits with confidence and ease of mind because you now have answers to questions like...
- Retirement PlanningWithin families, we recognize that each member often has unique needs. We guide parents through the process of establishing their long-term financial objectives, such as effective saving and retirement strategies. We also work with the next generation to ensure the wealth built is cared for in the same spirit of stewardship. We are there for our clients’ heirs as they begin their careers, assisting with financial lifestyle decisions like home purchases, retirement savings opportunities, and credit management.
- Long Term CareCovering Long-Term Care Expenses: Long-term care insurance can also be considered a form of estate planning, especially when it comes to preserving assets. If you require extended care in your later years, this type of insurance can help cover the expenses, preventing your assets from being depleted rapidly. As a result, more of your estate can be preserved for your beneficiaries.
- Asset ManagementAsset management is more complex than it has ever been before. With the twists and turns of the market as well as a multitude of options for asset allocations, Slaughter Associates cuts through all the complexities for you so that you have a clear understanding of how each investment purposefully contributes to your specific goals. By providing such a comprehensive strategy, we manage risks while providing maximum growth potential.
- Gifting StrategiesSlaughter Associates Director of Financial Planning, Amy Kothmann, gives strategic insights on the need and value on health care and long-term care planning. Amy also provides planning notes on various gifting strategies.