Jim Sloan & Associates

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.

The following websites offer additional information about Jim E. Sloan:

www.finra.org – The Financial Industry Regulatory Authority - CRD #2925022
www.sec.gov – Securities and Exchange Commission – CRD #2925022
www.ssb.state.tx.us – Texas State Securities Board – CRD #2925022
www.tdi.state.tx.us – Texas Department of Insurance – License # 916659
www.bbbhou.org – Better Business Bureau Houston
www.friendswood-chamber.com – Friendswood Chamber of Commerce

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd. Ste. 150, Alpharetta, GA 30022, ph.678.356.1100. Member FINRA/SIPC. Jim Sloan & Associates is not affiliated with Kalos Capital, Inc. or Kalos Management, Inc.