“​Retirement Planning for the
“What if’s”

Creating Your Roadmap to Financial Confidence

WE ARE A "HOLISTIC" ADVISORY FIRM

Many people have accumulated various financial products over the years from different types of advisors, without knowing where they might fit into a retirement plan. We believe the planning should come first. We also think there are both guaranteed and market-based solutions that will fit a particular situation, not just one or the other. By helping you select the best products for your needs, your savings are managed more efficiently.

Advisor Headshot

Nick Sloane, CHFC®, CRC® President

Nick Sloane ChFC®, CRC®

President

Nick Sloane is President of Sloane Wealth Management and has been a financial services professional for over thirty years. He is certified by the American College in Bryn Mawr, PA as a Chartered Financial Consultant (ChFC®) and has received the Certified Retirement Counselor designation (CRC®) by the International Foundation for Retirement Education.

Nick and his team take a holistic approach in working with clients to assist the development of a retirement plan best suited to them. He helps them reduce their risk of running out of money during their lifetimes, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments. He also helps ensure their estate planning is up to date, helps them find ways to potentially reduce taxes and much more.

Nick realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions. Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans. This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed. He has been a Chicago area resident since his teenage years and currently resides in Glendale Heights, IL.

Learn More
inflation-small

Instant Download

Have You Considered Inflation's Impact on Your Retirement?

Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

Get Your Instant Download

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Download Now

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Schedule a Consultation

Attend an
Upcoming Event

No events are scheduled at this time. Please check again soon!

Come Meet with Us

To learn more about Sloane Wealth Management or to schedule a no-obligation meeting, contact us today!

  • This field is for validation purposes and should be left unchanged.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.