who can help me with my retirement journey? Preparing You to Win

We’ll coach you every step of the way on this journey through retirement

slagle financial team going over portfolios

Meet Our Financial Planning Team A Full Team for Your Financial Journey

We want to be the last financial advisors you'll ever need.

Why Work With Us?

We know the biggest concern in retirement is running out of money.
That's why we've developed our Slagle Financial GPSTM to help you every step of the way.

Hearing Your Story

The first thing we always do is listen. We want to understand your story, and where you want to go.

clients meeting with slagle financial
man riding bike

Addressing Your Concerns:

  • How can I pay less in taxes?
  • What lifestyle can I have in retirement?
  • How long will my money last?
  • Am I taking too much risk?

Tracking Your Progress

With our Slagle Financial GPSTM, we can map out an entire game plan that inspires greater confidence in your financial future.

Chad Slagle drawing on white-board

THE SLAGLE FINANCIAL EXPERIENCE

From Day 1, you’ll receive a fully transparent onboarding and planning process with detailed schedules, complete access to our team of professionals and no surprises.

  • A complete timeline — always know what's next.
  • Clear explanations, clear expectations.
  • Ongoing service and organized materials.
slagle financial team going over portfolios
mock up of 'winning in retirement' book

Free Download Winning in retirement

Packed with action items, client stories, and life lessons, Chad’s book “Winning in Retirement” will show you what’s possible for the next phase of your life! Get your own copy today and start reading toward your retirement!

Listen to The Chad Slagle Show with Chad Slagle!

Join Chad every week as he discusses the latest financial news and what it means for your retirement.

chad slagle talking on slagle tv show