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Welcome to the Sloan Financial Services Website.  Sloan Financial Services 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:

   

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for pursuing those goals
  3. 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

 *Cetera Advsior Networks does not offer tax or legal advice.  All tax services are offered independently by Jack Sloan.