Sloan Investment Management, LLC

Retirement Planning

Our Retirement Planning Process

Discovery

In our discovery phase, we have two goals, one is to understand what you want retirement to look like, and the other is to analyze where you currently stand with your finances. We will review a checklist with you to begin gathering the information to help create your retirement plan.

Prioritizing

Your retirement plan will include a customized financial forecast, cash flow projections, outside asset analysis, and stress testing. We’ll help make sure your needs are prioritized – and that your portfolio is able to meet them.

Implementing

We’ll partner with you on the steps needed to make your plan successful. This may include, developing a tax plan with a CPA, drawing up proper estate documents with an estate attorney, or helping you protect your loved ones with a sound insurance strategy.

Monitoring

Our team keeps a vigilant eye on your plan. Additionally, we’ll meet regularly with you to review your portfolio and progress on your retirement plan. Updates will be made to your plan based on changes in your life.


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