Worried that your financial strategy is

Missing Something?


We’re here to help you feel confident in your financial future.

YOUR DREAMS MATTER

At Jim Sloan & Associates, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

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.

Vision
l
Assessment
h
Strategy
g
Action
Ongoing Relationship

We offer services in these three areas:

GROW

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts Probate Charitable Giving Estate Planning Tax Planning

READY TO TAKE

The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend an educational event.

 Or give us a call at 281.985.1990