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Slagle Financial
Slagle Financial opened in 2009, founded by Chad Slagle with a practice centered on what he terms 'Winning in Retirement' — the same title as the book he...
Slagle Financial
Slagle Financial opened in 2009, founded by Chad Slagle with a practice centered on what he terms 'Winning in Retirement' — the same title as the book he distributes to clients and prospects. The firm operates from the premise that longevity risk is the organizing problem for individual portfolios, and its materials position tax minimization and sustainable withdrawal strategies as the primary levers rather than outperformance. The firm delivers its retirement-income coaching through a proprietary planning workflow, the Slagle Financial GPS, which sequences a client's journey from initial fact-finding through tax sensitivity mapping and progress tracking. While Slagle Financial does not disclose its asset-class exposures or detail specific investment vehicles beyond general portfolio management, the practice accepts both individuals and businesses and takes up the broad questions that define the late-accumulation and distribution phases: tax efficiency, lifestyle sizing, and duration-of-assets analysis. The firm maintains a presence across three states — Illinois, Florida, and Missouri — serving a geographically distributed client base. Chad Slagle anchors the practice as founder and lead voice, hosting a weekly broadcast called The Chad Slagle Show where he translates financial news into retirement-context commentary. The firm's team is presented as a multi-professional unit delivering ongoing service and organized materials, though exact headcount and total client assets are not publicly reported. The practice distributes Slagle's retirement book as a lead-education tool and runs a no-obligation introductory consultation model designed to convert retirement-concerned households into planning relationships. Slagle Financial's structural shape is that of a planning-first wealth manager rather than an investment-products distributor: the firm's public narrative omits product menus, fund families, or performance claims and instead foregrounds process design, client education, and a durable advisory relationship. The architecture is the GPS workflow itself — a repeatable planning funnel that packages financial advice as coaching, making tax awareness and longevity modeling the durable differentiator across a three-state office network.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Edwardsville
Corporate office
Edwardsville, IL, United States
Additional offices
IL · FL · MO
Principals
Chad Slagle
Founder
Frequently asked questions
Who runs investment and planning decisions at Slagle Financial?
Chad Slagle founded the firm and remains its public-facing principal, hosting a weekly radio show and authoring the book 'Winning in Retirement.' The practice positions itself as a team-based advisory where professionals collectively deliver planning services, though Slagle is the named lead on the firm's intellectual property, including the Slagle Financial GPS planning framework.
What is the Slagle Financial GPS and how does it shape client engagements?
The GPS is a proprietary planning workflow that structures the client relationship around three phases: hearing the client's story and mapping their concerns, addressing specific anxieties around taxes, lifestyle, and longevity, and tracking progress over time. It replaces a single portfolio-construction event with an ongoing coaching cycle, making tax planning and withdrawal sequencing the operational center of the practice rather than investment selection.
Does Slagle Financial manage assets on a discretionary basis or only provide planning advice?
The firm describes its services as investment management, portfolio management, and financial planning, which suggests it holds discretionary authority over client portfolios alongside delivering plan-level advice. However, Slagle Financial does not publicly disclose its regulatory filing status, exact custody arrangements, or whether it operates as an RIA or through a broker-dealer affiliation.
What geographic markets does Slagle Financial serve?
The firm maintains offices in Illinois, Florida, and Missouri and markets itself to local retirement-minded households in those states. It also operates the Chad Slagle Show media presence nationally, which functions as a top-of-funnel education channel that feeds into regional advisory relationships.
How does Slagle Financial approach tax planning within its retirement framework?
Tax minimization is presented as a foundational client concern rather than an ancillary service — the firm's materials list 'How can I pay less in taxes?' as the first explicit worry it addresses. The GPS process integrates tax-sensitivity mapping from the initial planning stage, positioning the practice to advise on distribution sequencing, account-type optimization, and withdrawal strategies designed to preserve after-tax longevity of assets.
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