Nicole Slattery

Financial Professional & Small Business Consultant

Role
Wealth Strategist and Retirement Specialist at Unique Growth
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Strategist and Retirement Specialist

    Unique Growth

    Jul 2024 — Present · Cincinnati, OH, US

    Empowering Individuals and Businesses with Tax-Optimized Investment Strategies and Wealth ProtectionAs a licensed financial professional, I specialize in helping individuals and businesses achieve financial peace of mind through tailored tax optimization strategies, innovative investment planning, and robust wealth protection solutions.I guide clients beyond traditional 401(k)s and IRAs to customized financial roadmaps that include diversified investment options and the strategic use of fixed index annuities. My approach ensures both growth and stability, safeguarding your wealth against market volatility while optimizing returns.Additionally, I support businesses in enhancing their employee compensation programs, benefits plans, and financial education offerings to attract and retain top talent.Whether you\'re looking to minimize tax burdens, grow your investments, or secure your financial future, I provide the insights and solutions you need at every stage of life. Let\'s design a plan tailored to your unique needs.

Education

  • Martha Beck Coach Training

    Life Coach Training at Martha Beck Coaches, Life Coaching

    2015 — 2016

  • University of Illinois Urbana-Champaign

    MA, Human Resources and Industrial Relations

    2008 — 2009

  • University of Wisconsin-Madison

    BBA, Marketing and Management

    1999 — 2003

Skills

  • Succession Planning
  • Total Rewards
  • Management
  • Team Building
  • Leadership Development
  • Leadership
  • Workforce Planning
  • Expatriate Management
  • Human Resources
  • Coaching
  • Lead Management
  • Business Management
  • Talent Management
  • Cultural Diversity
  • Training

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Nicole Slattery — Wealth Strategist and Retirement Specialist at Unique Growth in Cincinnati, OH, US | Unifers