About the Firm

Jim Sloan & Associates (JS&A) is a financial planning firm that works exclusively with mature       investors age 50 or better, that want to grow, protect and preserve their life savings.  JS&A     specializes in helping mature investors in four areas:

• Creating and growing wealth,
• Protecting and preserving their life savings,
• Distributing their life savings in the most tax-advantageous
  manner possible, and
• Identifying any tax or money saving opportunities that may exist
  for their particular situation.

Jim E. Sloan is an author and president of JS&A, with the primary office located in Friendswood, Texas.  Mr. Sloan has assembled a team of local professionals to provide counsel when needed, to include CPAs, tax and estate planning attorneys, independent property & casualty agents, residential and commercial realtors.


Investment Advisory Services offered through Global Financial Private Capital, LLC, a SEC Registered Investment Advisor

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