Michael Slaughter

Address:341 North Caswell Road,
Charlotte, NC 28204
Phone: (704) 372-5520 E:mail: mike@thecaswellgroup.com


For over 30 years, R. Michael Slaughter’s financial consulting practice has focused on retirement, estate and tax planning strategies. Mike is President of Retirement & Estate Planning Services, Inc.

Mike received his Bachelor’s Degree from the University of North Carolina at Chapel Hill. In 1980, 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 in 1983. 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) in 1989. He received his Accredited Estate Planner (AEP) Designation in 1996. In 2007, he achieved the Chartered Retirement Planning Counselor (CRPC) designation also from the College of Financial Planning. In 2010, Mike received his Masters of Science in Financial Services (MSFS) from The American College.

Mike is currently working and studying closely with CPA Ed Slott, one of the country’s leading experts on IRA regulations and little known rules. He is one of Ed Slott’s Master Elite Advisors that can be found at www.IRAHelp.com. Mike is also in a study group with Attorney Philip Kavesh who has developed a special stand-alone IRA Inheritance Trust and has obtained a private letter ruling for the document. Additionally, he is part of a practice development group with Attorney David Zumpano, a nationally recognized asset protection specialist focusing on business owners and seniors.

Mike has been an instructor of Finance and Insurance at the University or North Carolina at Charlotte and has served two years as President for the Charlotte 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. With all the new mortality tables and product changes in the life insurance industry, Mike is sought out for specialized life insurance audits for business owners, professionals, and high net-worth individuals.

The three most focused planning areas that he speaks about are "The Biggest Mistakes Seniors Make with Their Money, "Managing Your Liabilities to Increase Your Net Worth," and "Estate and Asset Protection Planning."

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