Jim Sloan & Associates

Hi, I’m Jim Sloan! Thank you for visiting my website.

I help prudent and informed investors age 55 or better grow, protect and preserve their life savings. I help mature investors in four areas;/p>

Create and grow wealth,
Protect and preserve their life savings,
Distribute their life savings in the most tax-advantageous manner possible,
while living and at death, and
Identify any tax or money saving opportunities that may exist.

During these difficult economic times, if you want to talk with somebody to analyze what you’re doing financially, I offer you a no obligation 2nd opinion on your finances. General George Patton said it best “Decisions determine destiny”. Your retirement destiny is determined by your decisions, so decide carefully, search for wisdom and counsel, and seek a 2nd opinion.

I look forward to meeting you.

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