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NICK SLOANE, ChFC®, CRC®
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 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.
*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 references to 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.
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.