Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
The team behind Jim Sloan & Associates, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jim E. Sloan
Wealth Manager and Six-Time Author
Jim is a Six-Time Author, and his books were written to help investors become financially informed. Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Jim teaches financial education classes at Lone Star College and Houston Community College.
Jim is an Investment Adviser Representative of Foundations Investment Advisors, an SEC Registered Investment Adviser. 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.
Jim is a U.S. Army veteran, has a private pilot license, volunteers regularly, loves to travel, read, play golf, and most things outdoors.