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Your Terms
Discover how planning for financial freedom
can change your future.
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3 Easy Steps
1. Discover
Schedule a meeting to sit down with Jim and discover what your ideal retirement looks like.
2. Evaluate
Using the Jim Sloan & Associates, LLC process, we’ll examine your current financial situation and determine your retirement needs.
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.”
Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.