Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Safe Harbour Advisors, 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
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
Annuities
Asset Protection
College Funding
Deferred Income Annuity
Estate Planning
Fixed Indexed Annuities
Guaranteed Income
Immediate Annuity
Income Planning
Investment Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
How?
Accident Insurance
Critical Illness Insurance
Disability Insurance
Final Expense Life Insurance
Funeral Trust Insurance
Health Insurance
Indexed Universal Life Insurance
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
Mortgage Protection Insurance
Short Term Major Medical Insurance
How?
IRA Legacy Planning
Legacy Planning
Lifetime Income Planning
Probate
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security
Tax-Efficient Strategies
Wealth Management
Wealth Planning
Wills, Trusts, Estates
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.