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Financial Goals
Get the information that can help you live a confident retirement.
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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.
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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.