"Our goal is to educate and empower you to make better decisions with your hard-earned dollars."
– Chad A. Slagle, President and Founder
Create clarity on what you want to accomplish in retirement.
Analyze your risk as well as fees you are paying in your current portfolio.
Evaluate and assess your current plan and identify the gap between the missing pieces.
Implement a plan of action to accomplish your retirement goals.
Request a Portfolio Stress Test
Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.
Our clients come first
“We hope to establish a long and trusted relationship with our clients along this journey throughout their lives." - Chad Slagle
WE WERE BUILT TO ASSIST FAMILIES
At Slagle Financial, we appreciate how important it is to know the value of family.
- Philosophy created by Slagle Financial in which customers are educated and empowered to make the best decisions for them and their portfolios to get them successfully to and through retirement. Practiced every day at Slagle Financial.
Time could be on your side when it comes to investing. Generally speaking, the longer you invest, the more potential your money has to grow.
We provide retirement planning products and services that give you a realistic view of your retirement future and knowledge about how to make your money and investments perform.
Retirement Income Planning
We can help you evaluate your current financial situation and develop a plan to help protect and preserve your retirement savings.
IRA & 401(k) Rollovers
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.