Financial Independence =
Becoming Financially Informed and Having a Plan.

We are a comprehensive wealth management firm, inspiring investors to become financially informed in order to make sound financial decisions that are in their best interest.

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Jim Sloan


A Word From Our Founder

“One area our firm provides value to investors is to teach them the right questions to ask and how to get all relevant facts on the table before making major financial or investment decisions.”

- Jim Sloan, Founder

What We Do

We Specialize In These Financial Services:

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Financial Education In The Workplace

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Investment Management

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Asset Protection

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Legacy Planning

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Retirement Income Planning

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Tax Management

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Access financial guides and reports that address topics you should consider when making major financial and investment decisions.

Copyright 2016. All Rights Reserved. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jim Sloan & Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital, LLC. Jim Sloan & Associates nor Global Financial Private Capital, LLC offer tax or legal advice. Individuals are advised to consult with their own CPA and/or attorney regarding all tax and legal matters.

Jim Sloan & Associates and Global Financial Private Capital, LLC have no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of Global Financial Private Capital, LLC. Jim Sloan & Associates and Global Financial Private Capital, LLC make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.