Thrive Profile

Slane Financial Group

Financial Coach and Small Business Advisor. Mary C. Slane as the founder and president of  Slane Financial, is an independent investment consultant focused on helping single-owned and small business owners Dream. Plan. Achieve. As an independent financial coach, Mary helps busy entrepreneurs realize both their professional and personal aspirations by prioritizing their financial goals and offering practical solutions using investments, insurance, and setting up affordable retirement plans.
 
Mary has more than 35 years of experience in small business including: working in estate planning, small business law, direct product sales, and owning a bookkeeping firm. However, it was her knack for managing her own family’s financial resources and making wise investments to successfully pay for three college educations while planning for retirement that ultimately provided the motivation to become a financial professional more than 20 years ago.
 
For any questions or more information contact Mary at 614-789-9730 or mary@slanefinancial and her website is www.slanefinancial.com.
 
Mary C. Slane  is a Registered Representative offering Securities through United Planners Financial Services, Member: FINRA, SIPC.  Advisory Services offered through TCP Asset Management, LLC. TCP Asset Management LLC and United Planners Financial Services are not affiliated. 

Education & Licensing:
FINRA Series 6 and Series 63
Life, Accident & Health Insurance
Continuing Education Classes
Investment Advisor Representative
Professional Experience:
Financial Planning 
Insurance Planning
Mutual Fund Investing
Retirement Plans (Group and Individual)
Financial Wellness Seminars