“Our goal is to take all aspects of your complex financial situation and provide the planning, education and guidance you need to create integrated and comprehensive solutions.”
Because of the complexity of today's financial markets, practical and relevant advice is more important than ever before. With The Slater-Trainor Group, our diverse professional backgrounds and specialized expertise provide the perspective you need to quickly and confidently address your most challenging financial issues.
Through careful analysis and tailored guidance, we are dedicated to providing tactical solutions as you face life's important milestones and financial decisions. We see our role as problem solvers, who take the time to fully understand your unique financial situation and deliver a plan that fits with your specific needs.
We begin with a detailed discovery process. With our comprehensive Financial Goal AnalysisSM (FGA), we work with you to uncover your personal goals and then conduct a thorough analysis to determine the steps necessary to build your unique financial plan. We continually monitor and update this plan throughout our relationship.
We take the time to understand the complexities of your entire financial life so that we can provide personalized solutions. Our solutions include advice on investment strategy, appropriate use of leverage, mitigating risks and efficient transfer of wealth. In addition, we can consult and coordinate with your legal and tax advisors.
We are committed to providing proactive, patient and thoroughly professional client service. Our clients never feel rushed or brushed aside. We are committed to client education and take the time to explain our strategies and answer any questions. We want to make sure you understand all aspects of your investment strategy and why it's specifically appropriate to you. By purposely limiting the size of our practice, we ensure you receive the exceptional service you expect.
Financially Speaking with Mitch Slater