Slates Financial
Over 23 Years of Investing and Protecting Your Families Assets
Families Served
Valued Assets Protected
Dollars Saved from being Spent Down
Annuities
Annuities
Medicaid Planning
Medicaid Planning
If your client suddenly requires nursing home care, we can help them protect their assets from the spend-down even if they've already started spending them down.IRA/ 401K Rollover
IRA/ 401K Rollover
Law Firm Support
Law Firm Support
About Us
Slates Financial is a group of professionals who act as the family’s advocate as they go through financially difficult times. Our purpose is to help your family understand its options and access funding to help pay for the care you need. Because of the complexity of the Medicaid rules, a Financial expert with Medicaid Specific experience is necessary to navigate the Medicaid rules to maximize your family’s assets. With our 20+ years of experience, Slates Financial is Northeast Ohio’s Premier Medicaid planning leader.
Experience You Can Trust
With over 20 years of asset management, our firm has been fighting for clients to get the most out of their money, no matter their situation.
Do to our independence, we're not tied down like a lot of our competitors.
Fix Stangant accounts that are making you nothing, into something.
We work hand in hand with your Estate Attorney to make sure your assets are growing and not slowing you down
Our Firm Founder Will Fight for You
Chris has over 20 years’ experience in the insurance, Medicaid, Financial, and Estate planning field. Chris currently holds three Insurance and Financial licenses and has been awarded the CMP™ (Certified Medicaid Planner) designation. Chris is a native of Ohio and has worked as a financial advisor since 2002. Chris graduated from the University of Akron with a Degree in Finance and Financial Marketing in 2007.