Slagle Financial is a financial planner in Jacksonville, Illinois. The firm provides personalized retirement planning services, tax planning, income planning, and risk assessment for individuals, families, and small businesses. With a foundation built on three decades of experience, the team offers a comprehensive approach to managing financial goals and retirement strategies.
The firm utilizes the Slagle Financial GPS™ system, an original five-step guided planning process designed to help clients navigate their retirement journey. This method focuses on assessing risk, developing investment strategies, and crafting income plans to ensure clients can maintain their desired lifestyle. The professional team, led by founder Chad A. Slagle, emphasizes a transparent onboarding process, clear expectations, and ongoing service to help clients track their progress and address concerns regarding tax efficiency and long-term sustainability.
Located on N East St, the office is situated near the Jacksonville Public Library and the Jacksonville Post Office. The business is also a short distance from the Jacksonville Historic District and Central Park.
Slagle Financial is recognized for its long-standing history, having grown from a small operation in 1995 into an established company known for its expertise and dedication to service. The firm is characterized by its commitment to trust, honesty, and integrity, providing a professional team approach to those seeking guidance in their financial futures.
Slagle Financial provides dedicated retirement planning and financial guidance to the Jacksonville community.