Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet Sherri O’Neal
Safe Harbour Advisors, President
Sherri ONeal is a dedicated wife, Mom to two daughters and is a fan of boating, bicycling and beaching. Sherri is a graduate of the University of North Carolina at Wilmington and moved to Atlanta, Ga where she devoted 10 years to the City of Atlanta Police Department in patrol, recruitment and as a detective.
Sherri then ventured into the land of entrepreneurship with her husband where she combined her love of animals with her abilities to handle the finances of the companies with two large luxury pet hotels in the metro Atlanta area. After years of running the pet resorts and growing them into very large and successful companies, Sherri and her husband decided to pursue other ventures and moved to North Carolina where they could be closer to the ocean.
Sherri is passionate about helping others achieve financial safety, leaving a legacy and securing futures. Sherri, a victim of the 401k plummet in 2008, began to feverishly study other vehicles in which to safely secure retirement incomes so that others wouldn’t have to experience the same losses. Now Sherri is licensed in her home state of North Carolina as well as many others to help people achieve their financial goals.
Health Insurance
Are you paying an arm and leg for health insurance or maybe don’t have any coverage at all right now? Avoid costly medical bills with an affordable health insurance alternatives.
Life Insurance
How much coverage is enough? Make sure your family is protected with enough coverage to provide for them when you are gone.
Annuities
If you’re looking for principal protection with the potential to earn an attractive rate of return that is tied to the market, without being directly invested, a fixed indexed annuity may be a fit for you.
Get in touch
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.