Established in 1996, Jim Sloan & Associates provides comprehensive wealth management solutions to individual families. Our firm has a local team and is supported by our insurance back-office in Topeka, Kansas, and our securities back-office in Sarasota, Florida. When needed, our firm collaborates with CPAs, attorneys, charitable planning professionals and insurance specialists to help our clients achieve their financial and retirement goals.
PERSONAL FINANCIAL PLANNING
Today more than ever, financial planning is an essential step to becoming financially prepared. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, "financial planning" means much more than just investing. Bringing all the pieces of your financial life together is a challenging but achievable task. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.
INSTITUTIONAL-LEVEL ASSET MANAGEMENT
Institutional money management is not just for the ultra-wealthy and large institutional investors. You’ve worked hard and have earned the right to enjoy the sophisticated and transparent asset management services that larger investors have benefitted from for decades. In our opinion, the key to consistent investment returns and reduced volatility is proper asset allocation. Our investment philosophy is a proactive, hands-on, diversified and flexible approach to seeking risk-adjusted asset classes with the potential for principal growth and/or consistent income. In other words, “buy and hold” may not be right for all markets and all investors. We prioritize capital preservation while seeking to participate in market opportunities across a wide range of asset classes and geographical regions. Our money managers are privileged to advise large institutions that demand a high degree of accountability and due diligence.
CLIENT SERVICE AND FIDUCIARY ADVICE
Jim Sloan & Associates doesn’t answer to corporate management structures or shareholder profit motives. We answer to YOU. At Jim Sloan & Associates, we believe financial advice should be more than a big company sales staff offering financial products that they have a financial interest in selling to you. Is this in the best interests of the client? We believe financial advice should be about building relationships. Our job is to work closely with you to ensure your needs are being served.
By adopting the fiduciary standard as our guiding “standard of client care,” we are required to put the interests of our clients first and fully disclose associated costs and potential conflicts of interest. We appreciate and respect how hard you’ve worked and saved throughout your life. With that in mind, we take our role as the financial advisor of your pre- and post-retirement goals very seriously.
It is a true honor for us to be entrusted with this responsibility.
If you have uncertainty or concerns about your financial future, we offer you a no-obligation second opinion on your current situation. To request yours today, please complete the form below.
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.