A TRADITION BUILT OVER TIME
What started out of the back of a red Chevy pickup truck in 1995 has grown into an established company and a team name known for its experience, skills and knowledge in the financial planning world. We are proud of our growth over three decades — it has allowed us to help more people achieve more retirement goals! But we never forget where we came from or what got us here.
THE CORE OF SLAGLE FINANCIAL
Every Slagle Financial office is part of our team, and all are guided by our core values:
Trust | Honesty | Integrity | Approachability | Teamwork | Constant Improvement & Evolution
Today, Slagle Financial is part of hard-working communities across Florida, Illinois and Missouri, bringing its professional team approach to everyone seeking guidance in their financial goals. Regardless of which Slagle Financial door you walk through, the same culture and customer service await, accompanied by an enthusiasm for the retirement you deserve!
Our Journey: Built on Trust, Growth, and Service
1995
Chad Slagle launches ILBS Inc. from the back of his Chevy pickup, going door to door across Illinois and Missouri to help retirees with Medicare supplements and long-term care solutions.
2004
Slagle Financial, LLC is founded to provide full-service financial planning, ensuring clients have the tools and guidance to navigate retirement with confidence.
2006
CFO Chad Tobin and COO Sarah Newton join the team, bringing valuable leadership and expertise to help scale the business and enhance the client experience.
2010
Slagle Financial built an administrative office in Edwardsville, Illinois, laying the foundation for continued growth and deeper client relationships.
2012
The Chad Slagle TV Show debuts, educating and empowering retirees to make informed financial decisions and take control of their financial future.
2014
Slagle Financial expands to six offices across Illinois and Missouri, strengthening our ability to serve more families.
2020
Slagle Financial expands to Florida, with new offices in Panama City Beach and Destin. Shortly after, we open in Fort Walton Beach through a merger with Cherry Wealth Financial Group.
2022
Recognizing our core value of giving back, Slagle Financial formalizes its commitment by launching Teaming Up for Good, a 501(c)(3) nonprofit dedicated to supporting the communities we serve.
2023
The growth of Slagle Financial continues in Southwest Florida, as new offices open in Bonita Springs and Fort Myers, allowing the team to help even more people achieve their retirements!