Life & Wealth Management is an independently owned firm, run by father and son duo Jim and Preston Slack. We understand the importance of long-term financial planning, and our goal is to help our clients achieve their financial goals and build a secure future. We provide access to retirement income and growth solutions without downside market risk and downside market volatility.
Our team has financial services experience in five different decades and has resolved the industry's definition of risk and how it was not translatable to most clients. We have watched as the industry began using "Risk Tolerance Questionnaires" in an attempt to identify a client's "Maximum Risk Tolerance". Unfortunately, many of those clients and their assets were then positioned to experience it.
Since most people spend more time on planning a vacation that planning their financial future, we wanted to create an achievable way for clients and prospects to relate to their current situation, identify their ideal retirement situation, and ultimately create an achievable retirement income scenario with less market risk and a high probability of success.
We spend time educating our clients to the realities of the retirement world and help them base their expectations accordingly. We help clients grow their assets during their accumulation years as well as helping them develop their Retirement Income Plan.
About Us
“A client's hopes, desires, and quality of life should be the cornerstone of the plan for their money. Living in constant fear of losing your assets and financial future to market declines is not truly living.” - Preston Slack
Partnerships
Life & Wealth Management is a proud partner of the American Subcontractors Association of Oklahoma. ASAOK is made up of 120+ members across the state of Oklahoma, with the majority of the membership in Oklahoma City and Tulsa.
We support the core values which include advocacy, networking, and education. Our Mission is to promote and develop the fair representation of subcontractors and suppliers through advocacy and education. ASAOK is made up of 60% Subcontractors, and 40% are Suppliers and Service Providers. Our members can range from 2 employees – 1,000’s of employees, and $1Ms in Gross Rev. per year.
Meet the Team
President & Owner
Jim Slack
Jim is a Senior Consultant and Operations Manager for Life & Wealth Management. His clients appreciate his result-oriented and solution-driven approach and his straightforward way of guiding them through their individual situations.
He has over 40 years of experience in financial services and decades of experience in advanced insurance strategies, behavioral communication, behavioral finance, business consulting, business ownership/management, charitable estate planning, fiduciary liability, and responsibility.
Jim is a dedicated and seasoned professional focused on protecting client assets and their income as well as preserving their wealth for themselves and their future generations.
Financial Advisor
Preston Slack
In his mid-to-late twenties, Preston represents the younger demographic and the future of the financial industry. As an independent insurance agent who is extremely disciplined and passionate about his physical, mental, and emotional well-being, he understands the importance of putting your best foot forward in both your physical and financial life. His dedication to a high quality life and holistic well-being are at the core of his client centered approach.
As a talented musician/recording artist, model, runner, and outdoor sports enthusiast, Preston believes in helping his clients create a lifestyle that allows them to achieve their ideal lives.
Our Back-Office Support
Bruce Beaty
VP, Business Consultant
Mia Dempsey
Director, New Business
Josh VerHoeve
VP, Annuity & Life Distribution
Kurt Metcalfe
Sr. Annuity Sales Consultant
Jeff Stemler
Sr. VP, Advance Planning
Jenna Barker
Annuity & Life Case Manager
Ernesto Figueroa
Life & Annuity Illustration Specialist
Kaitlyn Sparley
Annuity & Life Case Manager
Our Services
What Our Clients Say
Charlie W.
Business Owner and
Real Estate Investor
"Life and Wealth Management has increased my retirement income and insured that my money grows with no downside market risk. Everything they have recommended has worked for our family and extended family. I trust them."
Libby H.
Non Profit Leader and
Consultant
"I needed help getting started with retirement and protecting my family's future. Life and Wealth Management listened and found a great place to start building our future."
Alex M.
Retired Veteran and
4 Diamond Restaurant Manager
"For the last 25 years, I have watched as friends and colleagues scrambled and lost sleep during market turns. With one phone call to Life and Wealth Management I could confirm and rest easy that my assets were protected and unaffected."
“Success is not final; Failure is not fatal:
It is the courage to continue that counts.”
Winston Churchill