Nick Sloane, ChFC®, CRC®
Nick Sloane is president of Sloane Wealth Management and has been a standout financial services professional for over thirty years. Nick 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 is also an Investment Advisor Representative of Wealth Financial Advisory Services, a Registered Investment Adviser.
Put simply, his planning philosophy is to help you conserve your assets, reduce stock market risk while growing your savings and ensure you have enough guaranteed lifetime income.
Along with his key associates, Nick will show you how to potentially minimize taxes, including those on IRAs and other pension distributions for you and your family.
Nick also provides public seminars on key financial issues facing citizens as they age. For example, he is well-versed in Medicaid planning for those who might confront the need for long-term care in retirement, and in protecting assets from being spent down to provide such care. He also teaches an adult education course on Retirement Planning Basics, most frequently at College of DuPage.
His company’s core philosophy is that while money is important, it’s the activities and relationships that you want to enjoy day-to-day that ultimately have the greatest meaning. Nick believes that an advisor’s primary duty is to help you understand how your assets support what really matters in your life and how to get the most out of them.
Nick is a life-long Chicago area resident and his current home is in Glendale Heights, IL. For fun, he has attempted to play golf, enjoys travel to warm weather destinations in the winter, keeps up with current financial and political trends and enjoys family, friends, cars, bicycles and motorcycles.