Jim Sloan & Associates, LLC

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Text Message Opt-In Notice

By providing your phone number, you agree to receive conversational and service-related text messages from Jim Sloan & Associates, LLC regarding your inquiry, scheduling, appointment reminders, and requested information. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help. Consent is not a condition of purchase.

Privacy Policy

SMS and Mobile Data Privacy

If you provide your mobile number and agree to receive text messages from Jim Sloan & Associates, LLC, we may send you conversational and service-related SMS messages, including follow-up messages regarding your inquiry, scheduling, appointment reminders, and requested information.

We do not share, sell, rent, or disclose personal information to third parties or affiliates for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared, sold, or disclosed to any third parties or affiliates for marketing or promotional purposes.

We only share information with subcontractors or service providers as necessary to deliver our services, operate our business, or meet legal obligations, and such parties are not permitted to use personal information for their own marketing or promotional purposes.

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. For help, reply HELP.

Terms of Use

SMS Communications

By providing your mobile number and agreeing to receive text messages from Jim Sloan & Associates, LLC, you consent to receive conversational and service-related SMS messages from our office, including follow-up messages regarding your inquiry, scheduling, appointment reminders, and requested information.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP. For help, reply HELP.

Consent to receive SMS messages is not a condition of purchase.

SMS consent is not shared with third parties or affiliates for marketing or promotional purposes.

Get Started In

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.