Nick Sloane, ChFC®, CRC®
Nick Sloane is President of Sloane Wealth Management and has been an outstanding financial services professional for over thirty years. He is certified by the American College in Bryn Mawr, Pennsylvania as a Chartered Financial Consultant (ChFC®) and has received the Certified Retirement Counselor (CRC®) designation by the International Foundation for Retirement Education. He acts as a fiduciary Investment Adviser Representative of SGL Financial, LLC, a Registered Investment Adviser.
His has been featured in such publications as The Chicago Tribune, U.S. News & World Report, The Daily Herald, Fiduciary News, Financial Advisor magazine and others.
Nick takes a holistic approach in working with clients to help create the retirement plan best suited to them; so, they don’t run out of money during their lifetimes, are able to pay for health care and long-term care costs, and reduce unnecessary risk with investments. He also ensures their estate planning is up to date, helps them find ways to reduce taxes and much more.
Nick is a lifelong Chicago area resident and currently resides in Glendale Heights, IL. For fun, he attempts to play golf, likes to hike in the summer and enjoys travel to warm weather destinations in the winter. Other hobbies include cars, bicycles and motorcycles. He also enjoys keeping up with current financial and political trends and spending time with family and friends.