MSFS, AEP®, CLU® & CRPC®
We listen and then we listen more
For almost 40 years, Mike Slaughter’s financial consulting practice has focused on retirement, estate and tax planning strategies for individuals and business owners.
Mike received his Bachelor’s Degree from the University of North Carolina at Chapel Hill. In the early 80s, he became a Chartered Life Underwriter (CLU) through the American College in Bryn Mawr, Pennsylvania and he received the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Denver, Colorado. The Life Underwriters Training Council and the National Association of Life Underwriters in Washington, D.C. named Mike a Life Underwriters Training Council Fellow (LUTC-F). He received his Accredited Estate Planner (AEP®) Designation. He achieved the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. Mike received a Masters of Science in Financial Services (MSFS) from The American College. Additionally, he is a National Social Security Advisor, Certified Medicaid Planner, and a Certified Liability Advisor.
Time-tested client solutions
Mike has been an instructor of Finance and Insurance at the University of North Carolina at Charlotte and has served two years as President for the Charlotte, NC Metrolina Entrepreneurial Council. Through his involvement in the educational and hands-on aspects of entrepreneurship, Mike has become aware of many unique issues facing business owners today. He is often used for financial consulting and/or implementation by property and casualty brokers, financial consultants, CPA firms and law firms. The planning areas that he speaks about frequently are “Managing Your Liabilities and Protecting your Assets and Estate,” as well as “The Areas Which Most Business Owners Neglect.,” “Reducing Your Taxes”. He also is involved with workshops on Dementia which he is a sponsor/host for the Dementia Society of America.
Mike is the co-author of two books…”Crash Proof Wealth” and “Tax Free Money Long Term Care”
Over 1000