FACEBOOK LINKEDIN Email Jim 281.675.5980

What We Do
Our Firm
About Us
In the News
BLOG
Schedule A Meeting

Fixed Index Annuity

Sep 12, 2025

Recent Posts

Weekly Market Commentary
The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag
Why a Retirement Income Plan Matters More Than Your Investment Returns
IRS Provides Fix for Trump Account Gift Tax Issue
“The Law of the Plan is the Law of the Land”
Weekly Market Commentary
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
Breaking the Barriers to Access Your Retirement Plan Funds While Working
Trump Accounts Are Almost Here: What Parents Need to Know
Weekly Market Commentary

Site Footer

Contact Us

Phone 281.675.5980

Email jim@jimsloan.com

Our Location

128 Vision Park Blvd #220
Shenandoah, TX 77384

Get Directions →

Follow Us

📘 Facebook 💼 LinkedIn

Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://reports.adviserinfo.sec.gov/crs/crs_311934.pdf). We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Jim Sloan & Associates, LLC and MariPau Wealth Management, LLC are not affiliated entities.

This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.

Jim’s latest book, The Financially Informed Investor, is the only one of his six books that is currently available. The other five books have been superseded and are out of print. All media logos are trademarks contained herein are the property of their respective owners and no endorsement by those owners of Jim Sloan or Jim Sloan & Associates, LLC is stated or implied. Neither the firm nor its representatives may give tax or legal advice.

You are encouraged to review a copy of our Form ADV Part 2 & 2A Brochures along with our Part 3 Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934).

Privacy Policy | Accessibility Statement | Terms of Use

Copyright © jimsloan.com. All rights reserved. Website by Custom Website For You