SET A PLAN.
TRACK YOUR PROGRESS. Welcome to our Slagle Financial GPSTM.
Slagle Financial uses our original five-step Financial Guided Planning System to address every piece of your retirement journey, from open dreams and goals to concerns and possible roadblocks along the way.
Step 1: Risk Assessment & Investment Strategy
What’s your appetite for risk, both ahead of and when you reach retirement? We’ll develop a plan that matches your tolerance levels and promotes growth.
Step 2: Income Planning
What kind of lifestyle do you hope to enjoy in retirement? We’ll work together to determine that answer and craft a strategy that helps ensure you’ll have enough money to live it out.
Step 3: Tax Planning
Are you on track to withdraw your money in retirement in the most tax-efficient way possible? We’ll review your situation with a big-picture approach to discover how much you can save.
Step 4: Health Care & Long-Term Care Planning
Could your retirement sustain an unexpected hit to your health? We’ll look at this often-overlooked aspect of retirement planning and see if you’d have enough to cover potential expenses.
Step 5: Estate Planning
Will your loved ones be set up for success after your passing? We’ll work to make your life savings as secure and tax-efficient as possible to help foster a seamless and impactful transition.
FOR SMALL BUSINESS OWNERS Tailored 401(k) Solutions
At Slagle Financial, we know running a small business comes with enough challenges. We’re here to take 401(k) planning off your plate.
- • Custom Plan Designs for Goals and Budgets
- • Experienced Plan Management
- • Ongoing Oversight
- • Setup Assistance and Employee Education
Join a community of business owners who trust us to simplify their retirement planning while caring for their team’s future. Schedule a meeting to tell us more about your small-business needs.