Services Offered

A Complimentary Second Opinion Meeting
This meeting is offered to individuals and business owners age 55 or better with a minimum of $250,000 investments, and is designed to get to know you, your family and your financial concerns.  During this meeting, Mr. Sloan will address your concerns, identify any tax or money saving opportunities that may exist, outline areas of value the firm could provide and discuss how to proceed, if you choose.  There is no cost for this meeting.  Please click the 2nd Opinion button on the right to schedule your complimentary visit today.

 

 

 

 

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor

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