Richard P. Slaughter Associates is a leading wealth management and financial-planning firm which specializes in working with high net worth individuals, families and businesses. Slaughter Associates cultivates a comprehensive financial relationship with its clients by delivering expertise in financial planning and asset management and coordinating with tax, insurance and estate professionals. The result is a holistic approach, which is unique in a financial industry that is often segmented and outsourced. Amy Kothmann, CFP®, financial advisor, specializes in working closely with individuals to construct comprehensive financial plans that serve as road maps for meeting their financial and life goals. Ms. Kothmann has a particular passion for education savings, retirement and estate planning. Her clients appreciate her attention to detail, accuracy, expertise and fun personality.
What are the most important planning considerations for single people?
A well-constructed financial plan that includes a thorough evaluation of risk and investment strategy is essential regardless of one’s relationship status. However, navigating life as a single person is different than it is for couples and requires different areas of focus in financial planning. Here are four key areas that single individuals should keep in […]
How can you avoid the pitfalls of multiple financial strategies?
As your wealth grows, effectively managing your assets can become more complex, requiring expertise in a multitude of areas, including investment, insurance, tax and estate services. Given the intricacies each presents, it is common for individuals to require specialized advice from many different service providers, in order to have their needs met in the most […]
What’s the best thing to do when you receive a large inheritance?
Trillions of dollars are now changing hands as older parents transfer their significant wealth to baby boomer children. Ideally, that older generation’s estate planning has protected assets and ensured a smooth handover. Now, however, as a beneficiary, it is your responsibility to ensure this familial wealth is maintained. The decisions you make following an inheritance […]
Are you planning for all your retirement years?
When you envision retirement, you may find it easy to imagine a simplified lifestyle: You are working less, spending more time with family and traveling as you wish. To achieve such goals, you definitely should plan now. However, it is just as important to recognize that this is not the only phase of your retirement. […]
