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.
*Insurance products are offered through the insurance business Sloane Wealth Management. Sloane Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Sloane Wealth Management are not subject to Investment Advisor requirements. AEWM and Sloane Wealth Management are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.