Sloan Investment Management, LLC

Financial Planning

Through our financial planning services, we establish a comprehensive long-term plan for each client that can be achieved with a successful investment management strategy focused on risk management. Our process starts with coming to a complete understanding of your current financial circumstances and plans and dreams for the future. Some topics we will typically cover include, but are not limited to:
  • Identify/Review personal goals
  • Discuss risk appetite
  • Budget/cash flow analysis
  • Investment portfolio analysis
  • Tax guidance or analysis/planning
  • Retirement/income planning
  • Insurance analysis
  • Generational wealth transfer
  • Estate advice/planning
  • Social Security Analysis
  • Pension Analysis
  • Education Planning