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At Aurem Asset Management, we believe you deserve more than a simple financial strategy. You deserve a partner who’s dedicated to your vision and doing what’s necessary to help you make it a reality.
Meet Heath
I’m Heath Slain, and my mission is to help you create the retirement you deserve. After getting a BA from Taylor University, an MBA from Anderson University, and my Series 7 license, today I specialize in Retirement Income Planning. I employ innovative, cutting-edge strategies—many of which I personally developed—to design tailored plans that suit your specific goals and comfort level with risk.
My clients are more than just customers; they’re good people who trust me to help guide their financial futures. Many have been working with me since my time at my previous firm. I provide ongoing, personalized guidance in a field full of choices. The most valuable lesson I’ve learned is the importance of genuinely caring, and I reflect that in everything I do.
When I’m not working, I love spending quality time with my wife Ashley and our daughters, Rowinn and Cora. Whether we’re playing sports, shopping, or baking together, family time is the center of my life and something I deeply treasure — and many of my clients feel the same. I can’t wait to get to know you and help bring your retirement aspirations to life.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. “DBA”, BFCFS, and BFC Planning, Inc. are non-affiliated entities.
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Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
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