Menu
Slates Financial, based in Ohio, is dedicated to helping pre-retirees and retirees build financial confidence and achieve a secure retirement with strategies grounded in strength and stability. By offering personalized guidance and tailored solutions, we focus on creating reliable income streams, reducing taxes, and maximizing your savings. Let us partner with you to craft the retirement you’ve worked hard to achieve.
Chris Slates has over 20 years of experience in the insurance, Medicaid, financial, and estate planning fields. He currently holds three insurance and financial licenses and has earned the prestigious CMP™ (Certified Medicaid Planner) designation. A proud native of Ohio, Chris began his career as a financial advisor in 2002. He graduated from the University of Akron in 2007 with a degree in Finance and Financial Marketing.
At Slates Financial, Chris applies his expertise to craft tailored strategies that align with each client’s unique goals, ensuring financial security and confidence throughout retirement.
Chris Slates believes that every individual deserves a customized plan to achieve their financial goals and live a fulfilling retirement. His philosophy centers on three core principles:
With these guiding principles, Chris strives to create lasting financial security and help his clients embrace the retirement they’ve worked so hard to achieve.
Secure a stable income stream that lasts a lifetime. We help you create a plan that aligns with your lifestyle and goals, ensuring your money works as hard as you do.
Discover the power of guaranteed income with annuities. These financial tools protect your principal while offering growth potential and lifetime payouts.
Keep more of your hard-earned money. We design plans that minimize taxes on your retirement income, from Roth IRA conversions to smart withdrawal strategies.
Safeguard your loved ones and estate with life insurance strategies tailored to complement your retirement plan. Ask us about solutions that can complement your retirement income strategy with life insurance solutions tailored to your needs.
Join Chris Slates, for an informative session on how to build a secure, tax-efficient retirement strategy.
During this webinar, you’ll gain valuable insights on how to:
This webinar is for pre-retirees and retirees who want to safeguard their hard-earned savings while building a tax-efficient retirement income plan.
This webinar is for pre-retirees and retirees who want to safeguard their hard-earned savings while building a tax-efficient retirement income plan.
Learn More About Our Retirement Income Planning Services