Home | Stacy L. Sachs

Welcome to SLSachs Financial Services, Ltd.

“Trusted Advice for All Generations” aptly describes the basic tenets and deliverables of SLSachs Financial Services, Ltd. It is what our clients have always appreciated and rightly deserved.

Trusted individual and family advice:

for investment portfolio design and management,
for identifying and funding retirement accumulation options,
for developing and implementing income strategies that last a lifetime,
for estate planning and tax-saving strategies to keep more money in the family,
for counseling children regarding healthcare options for their elderly parents,
for college funding by parents and grandparents,
for preserving the family’s lifestyle and assets using risk reduction strategies.

Trusted business advice:

for recruiting, retaining, recognizing and retiring employees,
for designing and implementing qualified retirement plans for smaller firms,
for business succession planning – whether in the family or not,
for key-person insurance and compensation benefits,
for designing employee group benefit plans that are fair and keep costs down.

SLSachs Financial Services, Ltd is an independent financial services firm committed to helping our clients achieve long-term financial success and security.

The potential recommendation of any specific financial instrument is wholly dependent on our client’s financial goals, risk profile, planning time horizon and any unique criteria uncovered in our analysis. Developing and implementing a well-organized financial plan help focus our client’s efforts on the action steps necessary to achieve long-term financial success. It is incumbent for us to continue providing guidance and recommendations throughout this process.

As a fiduciary, the advice we give or the recommendations we make will always be in the best interests of our client. SLSachs Financial Services, Ltd. will never be under any obligation to give any product a “right of first-look”. Nor are we required to promote or offer any specific product or service from any source.

Simply put, our business philosophy is “What’s best for our client is best for our business!”

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like to meet and discuss your financial concerns, please feel free to email us or call us at (847) 749-3546. We look forward to hearing from you.

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your Financial Future

Today’s economic environment presents many challenges given the recent tax reforms, regulatory changes and geopolitical events occurring almost on a daily basis. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Have a Question

Name

Email

Address

Phone

Question

Thank you! Oops!