Central Financial Services, 1099 Kenyon Rd, Ste 1, Fort Dodge, IA 50501, US

HistoryHi there! I’m Ann Slater-Slechta, the owner and founder of Slate Wealth Management in Carroll, Iowa. As a Certified Retirement Income Professional, I have been helping clients pursue their retirement and financial planning goals for nearly 13 years. 
With my own life experiences in business, coaching and playing collegiate golf, and assisting my husband in managing the family farm, I am equipped to support my clients in their daily challenges. I am an advocate for education and coaching women on the role of family finance, assisting business owners in building a profitable business and helping farmers protect their most valuable assets.SpecialtiesHelping You Pursue Financial Independence Slate Wealth Management is an independent advisory firm for a variety of clients, many of whom are first generation business owners, executives, and women in transition who have a wide range of needs and goals they aspire to reach. Many want a work-optional lifestyle and have a specific bucket-list items they want to accomplish. Ann Slechta, LPL Financial Advisor, has developed and refined a process to address and unify all those needs, and it's called the Top Knot Formula. It focuses on where you are now, where you want to arrive, and ties a knot of strength to weather the resistance of life that happens overtime.

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