Business Details
Your Trusted Financial Advisers for Retirement Planning
At Slagle Financial, we specialize in guiding individuals through their retirement journey with personalized strategies designed to ensure financial security and confidence. Our approach begins with listening to your unique story and understanding your goals, allowing us to create tailored plans that address concerns like tax efficiency, risk management, and sustainable income streams. With our proprietary Financial GPSTM system, we provide transparent, step-by-step planning that empowers clients to make informed decisions.Our team of experienced advisors is committed to ongoing education, offering resources such as weekly insights, community events, and Chad Slagles book Winning in Retirement. We prioritize clear communication, no hidden fees, and a client-centric philosophy that ensures you feel supported every step of the way.
Services
Retirement Planning
Tax Strategies
Risk Management
Estate Planning
Investment Management
Highlights and features
- We offer a proprietary Financial GPSTM system for personalized retirement planning.
- Our team provides transparent, no-surprise onboarding and ongoing service.
- We host educational events and publish resources like Winning in Retirement.
- We specialize in addressing retirement-specific concerns like tax efficiency and income sustainability.
- Our advisors combine decades of experience with a client-first approach.
Associations and certifications
- SEC/Registered Investment Advisor
Services
Retirement Planning
We develop personalized retirement plans addressing income sustainability, tax efficiency, and risk management. Our Financial GPSTM system maps your financial journey, ensuring confidence in your post-career years. Services include cash flow analysis, Social Security optimization, and legacy planning.
Tax Strategies
Our tax-efficient strategies minimize liabilities through retirement account management, Roth conversions, and income distribution planning. We focus on preserving wealth while complying with evolving tax regulations to maximize your after-tax income in retirement.
Risk Management
We assess and mitigate financial risks threatening your retirement, including market volatility, healthcare costs, and longevity. Solutions include insurance products, diversified portfolios, and contingency plans to safeguard your assets against unexpected challenges.
Estate Planning
Our estate planning services ensure your assets transfer smoothly to beneficiaries while minimizing tax burdens. We coordinate with legal professionals to create wills, trusts, and charitable giving strategies aligned with your long-term goals.
Investment Management
We design diversified investment portfolios tailored to your risk tolerance and retirement timeline. Our approach balances growth and preservation, with ongoing adjustments to market conditions and evolving personal objectives.
People
Chad Slagle
Founder & Financial Advisor
Chad Slagle, author of Winning in Retirement, leads our team with over two decades of experience in retirement planning. He specializes in creating client-focused strategies that transform financial uncertainty into confidence through the Financial GPSTM system.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies, including income planning, tax optimization, risk management, and estate planning tailored to your unique goals.
How does your Financial GPSTM system work?
Our Financial GPSTM maps out your retirement journey with clear steps, tracking progress and adjusting plans to ensure long-term financial confidence.
Do you offer educational resources for retirement?
Yes! We provide free resources like Chad Slagle’s book Winning in Retirement, weekly financial insights, and community workshops.
Are you affiliated with any regulatory bodies?
We are a SEC-registered Investment Advisor, ensuring compliance with strict financial regulations and client protection standards.
How can I schedule a consultation?
Visit our website to schedule a meeting or call us at 888.294.9248 for a personalized retirement planning session.
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Reviews (1)
Teresa Berfanger
Jan 16, 2020
Report
Chad Slagle is not to be trusted. He is not a fiduciary although he claimed to be. He is a salesman out for his own gain and unfortunately we found out only after doing business with him and getting stuck with an annuity that paid him alot of money but in no way met our needs. Please beware and don't make the same mistake we did in trusting this man. In response to Chad below..... if you had intended for a long term relationship with us I would have thought you would have tried to converse with us after the sale. We have not heard from you since you sold us these annuities in 2014. And had you
