Our Firm

 


 

At Sloan Financial Services, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Sloan Financial Services comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you answer the questions you may have about your financial future, such as:


 

  • Will I be able to retire early?
     
  • How much money will I need in order to retire?
     
  • What are my 401(k) plan distruibution options?
     
  • Should I have a traditional IRA or a Roth IRA?
     
  • Do I need disability income insurance? Long-term care insurance? 
     
  • How can I ensure that my children receive as much as possible from my estate?
     
  • What do I need to know about wills, trusts, and probate?
     


 

We offer financial products and services tailored to your individual needs. Please call us at (504) 835-2014 if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today. Sloan Financial Services is committed to you for the long term.