Business Details
Your Trusted Partner for Retirement Planning Solutions
At Slagle Financial, we specialize in crafting personalized retirement strategies designed to align with each client's unique goals and circumstances. Our team of experienced professionals utilizes the proprietary Financial GPSTM system, a five-step planning process that addresses risk assessment, income planning, tax efficiency, healthcare considerations, and estate preservation. With a commitment to transparency and client education, we provide ongoing support through resources like our Financial GPS Packet, weekly market insights, and community events. Our approach emphasizes long-term relationships built on trust, ensuring clients feel confident in their financial decisions throughout retirement.We serve individuals, families, and small businesses across multiple locations, offering tailored 401(k) solutions for business owners. Our advisors hold advanced certifications and maintain a client-centric philosophy, prioritizing clear communication and actionable guidance. Through radio shows, publications, and digital resources, we empower clients with knowledge to navigate retirement complexities. Our dedication to excellence is reflected in our comprehensive planning process and focus on addressing both financial and lifestyle aspects of retirement.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Small Business 401(k) Solutions
Healthcare Planning
Risk Assessment
Income Planning
Financial GPS System
Medicare Planning
Highlights and features
- We utilize our proprietary Financial GPSTM system for comprehensive retirement planning
- Our team includes CFP professionals and specialized retirement planning experts
- We provide transparent onboarding with detailed schedules and no hidden fees
- We offer tailored 401(k) solutions for small business owners
- We combine investment management with healthcare and estate planning expertise
Associations and certifications
- SEC/Registered Investment Advisor
What people say
Exceptional service
Personalized approach
Comprehensive planning
Expert guidance
Confident in retirement
Services
Retirement Planning
Our comprehensive retirement planning service creates personalized roadmaps for financial security. We analyze current assets, future income needs, and risk tolerance to develop customized strategies that address tax efficiency, healthcare costs, and lifestyle goals. Through our proprietary Financial GPSTM system, we provide ongoing guidance to help clients maintain confidence throughout their retirement journey.
Investment Management
We offer tailored investment advisory services focused on long-term growth and risk management. Our approach combines market analysis with individual risk profiles to create diversified portfolios. As SEC-registered advisors, we provide regular performance reviews and strategy adjustments to help clients achieve their financial objectives while maintaining appropriate risk levels aligned with their retirement timelines.
Tax Planning
Our tax planning service optimizes retirement income strategies to minimize tax liabilities. We analyze withdrawal sequences, tax-deferred account management, and estate transfer techniques. By integrating tax-efficient strategies into comprehensive financial plans, we help clients preserve more of their assets while maintaining compliance with evolving tax regulations and maximizing after-tax income during retirement.
Estate Planning
We specialize in creating estate plans that ensure wealth preservation and smooth asset transfer. Our services include beneficiary designation strategies, trust implementation, and tax-efficient inheritance planning. We coordinate with legal professionals to develop comprehensive solutions that protect clients' legacies while minimizing estate taxes and administrative complexities for their beneficiaries.
Small Business 401(k) Solutions
We provide customized retirement plans for small businesses, including 401(k) solutions tailored to owners' and employees' needs. Our services cover plan design, implementation, ongoing administration, and employee education. We help business owners establish competitive retirement benefits while optimizing their own tax-advantaged savings opportunities through strategically designed employer-sponsored plans.
People
Chad A. Slagle
President | Founder | Financial Planner
With over 20 years of experience, Chad founded Slagle Financial to help individuals achieve retirement confidence. He developed the proprietary Financial GPSTM system and hosts the weekly Chad Slagle Show, sharing insights on retirement planning through radio, publications, and community events.
Chad A. Tobin
Senior Partner & Chief Investment Officer
As CIO, Chad Tobin oversees investment strategies and portfolio management. He brings extensive market analysis expertise, focusing on creating diversified investment solutions that align with clients' retirement timelines and risk tolerance levels while maintaining SEC compliance.
Sarah Newton
Chief Operations Officer
Sarah manages firm operations, ensuring efficient service delivery across all client touchpoints. With 15 years in financial services operations, she implements systems that enhance client experience while maintaining regulatory compliance and supporting the firm's growth initiatives.
Holly Averill
Client Operations Director
Holly leads client operations, focusing on service excellence and process optimization. She ensures seamless implementation of financial plans, coordinates client communications, and maintains the firm's commitment to transparent, organized financial guidance throughout the client journey.
Christine Polansky
Marketing Operations Director
Christine oversees marketing strategy and client engagement initiatives. She develops educational resources, manages community outreach programs, and coordinates events that align with the firm's mission to empower clients through financial knowledge and practical retirement planning resources.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, tax efficiency analysis, healthcare cost projections, estate preservation, and investment management tailored to individual goals using our proprietary Financial GPSTM system.
How does your Financial GPSTM system work?
Our five-step system assesses risk tolerance, creates income plans, optimizes tax strategies, addresses healthcare needs, and develops estate plans while providing ongoing progress tracking and adjustments as needed.
Do you serve clients outside Illinois?
Yes, we serve clients in Florida, Missouri, and Illinois with virtual consultations available nationwide through our digital planning tools and remote meeting capabilities.
What credentials do your advisors hold?
Our team includes Certified Financial Planners™, retirement specialists with advanced designations, and SEC-registered investment advisors committed to maintaining the highest industry standards.
Videos
