Welcome to Slocum Life FinancialsMatterâ„¢ and so should you!!!

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college, and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

 

The Ultimate FinancialsMarketplace™

Our Mission

Slocum Life offers a comprehensive approach to individuals, families, business owners, and businesses in both the private and public sectors.  Our philosophy is to help make life simple by engaging, educating, and empowering everyone to start where they are and focus on a customized financial plan that fits their overall goal.  Slocum Life believes that collaborating and building meaningful relationships with each client will lead to achieving more from when we started with suitable financial solutions,

Our Vision

Every professional has a network and Slocum Life wants to be that premier Market Place where clients and Advisors connect to have access to quality financial products and services in the Midwest, Northeast, and Southeast Regions of the U.S.

Our Core Values

A Christian-based company that incorporates professionalism and leading by example with Integrity, Character, and Ethics.     

We have over 25 years of combined experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Insurance Solutions
  • Retirement Planning
  • Real Estate Services
  • Advisory Asset Management

***Other specializations include***

  • GetOutofDebt using Whole Life Insurance 
  • Estate Planning
  • Total financial solutions with Business Funding for Women-Owned and Small Businesses

As an independent insurance agency and financial services company, we help businesses, employers, employees, and retirees protect what matters the most.  Protect and build financial security without compromising.  Slocum Life is here for your lifetime.  Get your financial check-up today and schedule a no-obligation and confidential consultation.

Comprehensive Approach

Don't put off another day for what you can achieve today.   Tomorrow is not promised to anyone, but we can plan today for a lifetime.  We use planned change and behavioral strategies to help meet your current situation and future financial goal.

We don't push products and services that many sales agents and companies do.  Due to our strategic alliance with dozens of solvent financial companies, we can afford to focus on you as your financial professional without the use of aggressive sales practices.  Live the life you love with a trusted company that offers real solutions.

Committed To Positive Results

It takes Christian Foundational Principles to sustain growth in Life!  Every strong client and company relationship depends on this. Financial services and retirement planning help build wealth management. Give us a call or schedule an appointment for a no-obligation consultation today.