 27475 Ferry Rd. Warrenville, IL 60555 Phone 630-717-2777 You should consider investment objectives, risks, charges and expenses carefully before investing. You may obtain a copy of the firm's ADV, Part II, which contains this and other information by calling 1-630-717-2777 or by sending an email to info@SloaneWealthManagement.com
Read about us here:
|
Sloane Wealth Management LLC works with clients to create income streams that they can count on during retirement no matter how the stock market performs.* We work exclusively with people who are retired or who are planning for retirement to connect what's really important in their lives with their asset management decisions. Our vision is to support you in doing more of what you want with the money you now have and do so with less risk. Most of our clients want to make sure they have adequate income during retirement. They are becoming increasingly aware that not tying their income needs to how the stock market performs can give them a greater sense of security - particularly if they can maintain their principal. Many people are unaware of some of the methods our clients have available to them that may allow them to leverage assets with almost no risk in order to increase spendable income.* Not only can this increased income help maintain a retiree's lifestyle, but can also be used for other important things -- to help pay for a grandchild's college education or make significant charitable contributions, for example. Frequently, we have found that too many people overpay in taxes and other financial expenses without realizing it. There are a variety of ways to reduce your tax obligation that are often very simple to apply. Yet, many CPA's do not meet with clients specifically to examine the best ways you can lower your tax bill.** Many of our clients were unaware of the fact that their trusts did not provide asset protection above and beyond the avoidance of probate. The vast majority of trusts do not protect assets from the devastating costs associated with Medicaid "spend-down" should you or a spouse become disabled. The majority of your assets can be protected from Medicaid - even when preparing to enter a nursing home. Also, most trusts do NOT fully protect your heirs from divorce and creditors, yet such trust planning exists and should be considered.** Our company philosophy is founded on the belief that real wealth is determined through your unique combination of the four wealth dimensions: Family & Friends, Health & Well Being, Meaning & Purpose and Money & Finances. We have found that each dimension of real wealth can affect another. We believe it's our duty as financial professionals to help you make better, wiser, and more effective financial decisions that will positively impact every aspect of your life. (To learn more, click The Personal Wealth Index tab under SWM Services.) As you review our website, you will find there is much more that we do to help our clients preserve assets from market risk, taxes and other financial expenses. Sloane Wealth Management LLC is an independent Registered Investment Advisor. Sloane Financial Services is an independent financial consulting firm and a licensed insurance broker. *These strategies entail the use of insurance products and any guarantees associated with them are based upon the claims-paying ability of the issuing companies. Therefore, you should consider the company's credit rating when contemplating a purchase. **All trust planning requires the use of a qualified attorney. Sloane Wealth Management, Sloane Financial Services and their employees are not in the business of providing specific tax or legal advice. This website is not designed to be a substitute for specific tax, legal, investment or other professional advice. For specific assistance, the services of an appropriate professional should be sought. In no event should this web site be considered to be an offer to sell a security or a specific fixed insurance product. |
Advisory service offered by Sloane Wealth
Management LLC. Insurance services offered by Sloane Financial
Services.
Sloane Wealth Management LLC and Sloane Financial Services are affiliated companies
©2011 Sloane Wealth Mangement, all rights reserved
Sloane Wealth Management LLC and Sloane Financial Services are affiliated companies
©2011 Sloane Wealth Mangement, all rights reserved