Ann Slater-Slechta, Msa, Ricp® Email & Phone Number

At Silverleaf Wealth Management, we engage in a consultative relationship with executives and small business owners in Carroll, Iowa and surrounding communities to provide a full-service financial planning experience. We start with a conversation to discover our clients values and direction they want to go. We try to simplify the complexity of money and build confidence in moving forward to be financially independent. We can help you execute a financial plan utilizing the following products and services:• Investment strategies• Insurance reviews• Retirement planning• Estate and succession planningTo schedule an appointment, go to our website at www.slatewm.comSpecialties: Providing Financial Services for Individuals with an emphasis on addressing Family Farm Issues. Providing Small/Medium Sized Businesses with comprehensive planning, including exit planning strategies, retaining and rewarding key employees.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Ann K. Slechta is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, GA, HI, IL, IA, MD, MN, MO, NE, NM, NC, OH, PA, SD, TX, WA, WI, and WY. Series 7 and 66 held through LPL.

Listed skills include Fixed Annuities, Retirement Income Strategies, Insurance, Retirement Planning, and 33 others.