Senior Money Management, LLC is an investment advisory firm dedicated to working with investors age 50 and above that want to grow, protect and preserve their nest egg. Many retirees and pre-retirees commonly make financial mistakes that could potentially cost them a small fortune during their retirement years and they're usually not even aware of it. Our firm identifies these mistakes for you and shows you how to navigate around them.

If you are within a few years of retirement or already retired and want assistance in making the appropriate decisions regarding your financial future, our firm offers you a no-strings attached “complimentary visit” to come in and receive a “1 Hour Money Master Report”. This report would identify any tax or money savings opportunities that exist for your particular situation and allows you to determine if you would want to follow-up with us to realize those savings.

Jim E. Sloan, author and local IRA distribution specialist, is president of Senior Money Management, LLC, located in Friendswood, Texas. To assist in educating the public about potentially harmful tax and money-traps, and the opportunities that exist with ever-changing legislation, Mr. Sloan has authored a book titled How To Avoid HUGE IRA Tax-Traps, publishes a newsletter The Senior Advisor six times annually, writes consumer reports on potential tax and money-traps, and conducts public speaking engagements that address these potential pitfalls and the simple steps to avoid them.