To our valued clients:

I am excited to announce that Cherry Wealth Advisors has joined forces with Slagle Financial, a financial firm that mirrors our values and vision when it comes to retirement planning.

First, I want to emphasize that this acquisition is being conducted with you at the forefront. This will not change our relationship as I will continue to serve as your financial advisor. The Cherry Wealth staff will continue to provide you with the quality service you’ve come to expect, while Slagle Financial oversees our business management and operation responsibilities. The powerful combination of Cherry Wealth Advisors and Slagle Financial will enhance your overall client experience and add new tools to our already robust financial planning strategies. I have personally known Chad Slagle for over 15 years and have the utmost confidence that this merger between our firms will bring immense opportunities for not only our team, but our clients.

To provide you with a brief background on Chad Slagle and Slagle Financial, they are a fee-based financial team that follows a fiduciary standard. Slagle Financial was founded in 1995 by Chad Slagle out of the back of his red Chevy pickup truck. Today they have 8 offices in Illinois, Missouri, and Florida.

Although Slagle Financial serves clients across the U.S., they have never lost sight of the small-town values that have been instilled with them for 27 years. They operate by the golden rule – treat others the way you would like to be treated. Their team educates and empowers retirees and pre-retirees to help them make better decisions with their hard-earned dollars.

What can you expect next? It is our top priority to ensure this transition under Slagle Financial goes as smoothly as possible. We will continue our focus on protecting your portfolio and build personalized retirement plans for you to be able to enjoy retirement and leave a legacy for those who mean the most to you.

We appreciate your ongoing support and look forward to broadening the services we offer you. Our team here at Cherry Wealth Advisors, as well as the Slagle Financial team, are sincerely looking forward to our future together, and helping you build your ideal retirement.

Sincerely,

Jeff Cherry