SECOND OPINION SERVICE

INTRODUCING THE JIM SLOAN AND ASSOCIATES SECOND OPINION SERVICE

We are introducing our Second Opinion Service for those that would like an objective analysis of your current financial path. We would take you through our discovery and analysis process to identify your goals and concerns, review your current planning and help you discover areas where money could be falling through the cracks of your finances that could be redirected to things you find more important.

WHAT TO EXPECT DURING THIS 60-MINUTE VISIT?

One of three things will happen:

  1. We confirm that you are in good shape and advise you to stay where you are, sometimes with a minor tweak or two, or
  2. We discover that you could potentially better your situation. If we are not a fit for each other, we’ll be happy to introduce you to a professional who might work with you more effectively, or
  3. We discover major issues with your current plan and feel that we could provide significant value to you and your family. If you want our help, we would then explore the idea of working together.

To schedule your second opinion today, email us at appointments@jimsloan.com or call the office.

Contact Us

Phone: 713.524.7500

Fax: 713.524.7501

Email: appointments@jimsloan.com

Location:
5615 Kirby Drive, Suite 820
Houston, TX 77005

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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.