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Chad Slagle
Slagle Financial
Hi, I’m Chad Slagle. I started Slagle Financial in 1995 out of the back of my red Chevy pickup truck.
Today, my team and I educate and empower retirees and pre-retirees throughout in Illinois, Missouri, and Florida to help them make better decisions with their hard-earned dollars.
Slagle Financial was built to assist families. After my grandparents were forced to work their entire lives, I made it my mission to make sure no other retirees have to work themselves into the grave.
“Don’t live to work, work to live.”
As a husband and father of four, I know the value of family. Our team is here to make sure you are able to enjoy your retirement with your loved ones and assure they are always protected.
We build personalized retirement plans using our Financial GPSTM to help get our clients on the right track to a secure and enjoyable retirement and leave a legacy for those who mean the most to them.
Through our show, “The Chad Slagle Show: Coaching You to and Through RetirementTM,” and book, “Winning in Retirement: When Every Day is Saturday,” we are spreading the extreme importance of planning for retirement.
Investment Advisory Services offered through Slagle Financial LLC, a SEC/Registered Investment Advisor. Insurance services offered through ILBS, Inc.
PRIVACY POLICY
Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
11/23-3217362