Use the form below to schedule a phone call with us. During this phone call, we’ll aim to get to know who you are and what you want out of retirement.
Using the Turnkeough Wealth Management plan, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
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.Click here to book a virtual appointment with Jim and get a complimentary copy of the book “The Financially Informed Investor”.
