Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
WHAT WE OFFER
At Turnkeough Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. We will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
THE TURNKEOUGH WEALTH MANAGEMENT PROCESS
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
Assets Under Management
Customized Portfolios
IRA/401(k) Rollovers
Portfolio Analysis
Private Investments
Public Investments
Wealth Managemen
How?
Annuities
Budgeting
Capital Preservation
Debt Planning
Income Planning
Life Insurance
Tax Planning
How?
Charitable Giving
Estate Planning
Legacy Planning
Long-Term Care
Medicare Solutions
Retirement Planning
Social Security Planning
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.