Welcome to the Sloan Financial Services,LLC Website. Sloan Financial Services,LLC was founded by Jack L. Sloan, CFP® in 1994. We are a fee-based financial services practice with no proprietary products or quotas to meet and can provide our clients with objective advice to pursue their financial and life goals. Our clients include physicians, nurses, attorneys, small business owners and sales managers.
Jack L. Sloan, CFP®
At Sloan Financial Services, our mission is to help solve our clients needs by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus in helping our clients develop a cohesive financial strategy that fits their unique needs and enables them to pursue both short and long-term objectives.
Our founder, Jack L. Sloan is a board CERTIFIED FINANCIAL PLANNER™ practitioner and TAX ACCOUNTANT*. He is the president of Sloan Financial Services, LLC, a financial and insurance services company, with his office located in Metairie, Louisiana. In addition to holding the CFP® certification and securities registrations and insurance licenses, he has served on the Board of Financial Planning Association (FPA) of Greater New Orleans. Jack is the immediate past President of the Institute of Certified Financial Planners-Gulf Coast Society. Jack currently serves on the Board of the Jefferson Chamber of Commerce and was the chairman of the Small Business Committtee.
On our Web site, you'll find valuable information for helping to evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. This educational material is updated frequently, as is our calender of events, which lists upcoming financial workshops that you may want to attend. For help with your financial management, or for more information on Sloan Financial Services, please call (504) 835-2014 or email us at jack.sloan@ceterawealth.com
*Jack Sloan provides tax services through Sloan Financial Services, LLC. Neither Cetera Advisor Networks LLC nor any of its agents or representatives provide tax services. Any tax services provided by Jack Sloan is provided entirely behalf of Sloan Financial Services, LLC and is not related to Cetera Advisor Networks LLC or its registered representatives.
Newsletters
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Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.