Susan Miller

President Of Slater Wealth Management

About Susan

Susan Miller is the president of Slaten Wealth Management, a financial consulting firm that specializes in helping women who are the head of their households build a comprehensive estate and tax plan to provide for those in their care. She has a bachelor’s degree in finance and is a Chartered Retirement Planning Counselor (CRPC®). Susan learned early on the cost of not having a solid plan in place after losing her parents and being left as their estate trustee. Treating each client with the unique care that they deserve, Susan uses her expertise in tax law and finance to reduce lifetime taxes, increase wealth, and establish a plan that meets the needs and goals of the family, both now and in the future.

WHAT OTHERS ARE SAYING ABOUT SUSAN

“Thank you for your help and patience.”
Leslee Bowker-Andrew
“Thank you for your help and understanding in all this. You must possess never-ending patience.”
Tom Nelson

Speaking Topic

Building A Rock-Solid Future – And A Fulfilling Present!

Do you find yourself as the primary caregiver for your children and your parents? If so, you likely identify with the stresses of providing for immediate needs and the pressure of planning for the future. In the midst of this, how do you care for others and give time and thought to your own goals and hopes? This session reveals simple strategies to help reduce your taxes and increase your income, giving you the building blocks to form a comprehensive plan. You will leave with a vision for moving forward with confidence and peace of mind.

Note To Meeting Planners

Passionate About Helping Women Who Are Caring For Their Families

Using her expertise in tax law and finance, Susan is dedicated to helping women establish a comprehensive plan that provides care for their families both now and in the future. She helps provide peace of mind by reducing her clients’ tax liabilities, freeing up money to do the things they love, and setting up the next generation for success.
Slater Wealth Management
Susan Miller is passionate about helping women through comprehensive tax and estate planning so they can avoid unnecessary taxes, increase wealth, and provide for loved ones.

Ready To Find Out More About Booking Susan Miller?

Connect with her below.

EMAIL

susan@slatenwealth.com

PHONE NUMBER

(714) 776-0606

© 2024 10X Stages
All Rights Reserved