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Fox 26
Medical Journal
Woman's Day
Portland Press Herald
Forbes
Reuters
The Wall Street Journal
HBJ
San Francisco Chronicle
MarketWatch
Publication Logo
Fox Business
HBJ
Medical Journal
Portland Press Herald
Publication Logo
San Francisco Chronicle
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Retirement Income Analysis — Without Leaving Your Home

See how long your income could last and explore “what-ifs” in minutes.

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Step 1 DISCOVER

Schedule a meeting to sit down with Jim and discover what your ideal retirement looks like.

Step 2 EVALUATE

Using the Jim Sloan & Associates, LLC process, we’ll examine your current financial situation and determine your retirement needs.

Step 3 PLAN

Receive a custom strategy to help you reach your unique retirement goals.

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The Financially Informed Investor

A strategy based on your goals:

Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

“We believe everyone should be able to live the retirement they’ve always wanted.”