1474 Highway 55 East
There is no way we can address all of the questions that individuals might have when reviewing our website or thinking about a meeting with a Financial Advisor. These are just a few that we hear on a regular basis. If you have specific questions, please call us or email us. Our primary concern is to get you the information you need to make sound decisions about your future. Q: Is Sloan Financial Group limited to specific investment companies?
A: No. We believe that each investor is unique and no single investment company is right for everyone. We use a large variety investment companies and investment types and work with each client individually to find the products and programs that best suit their needs.
Q: I already have a financial planner. Why do I need to see someone at Sloan?
A: Eighty percent of the people who come to us already have a financial planner. A meeting with Sloan is simply a sound move to take a detailed look at your current situation, and to get a second opinion to ensure that your investments match your goals. This is a complementary consultation.
Q: Who would benefit from a meeting?
A: Anyone who has questions about their investment strategy, is in need of a strategy, or just wants a second opinion on their current strategy. The most common areas of concern and interest are:
Q: How do I schedule a time to visit with someone at Sloan Financial?
A: We can meet with you in Clover or Charlotte. Simply call or email us and our Scheduling Coordinator will set up a place and time that best fits your schedule.
Q: What are my obligations after my first face-to-face visit?
A: None. There is never a charge or obligation. And, the next steps will be entirely up to you.
Q: What should I bring to our first meeting?
A: To provide the best service and recommendation, we need a view to your current financial situation. The following list will help you gather the documents we use to give you the best assessment and recommendation:
Q: What goes on at an initial meeting?
A: We will analyze your current financial situation by reviewing your financial documents, and then by talking with you and asking specific questions we will be able to determine your needs and goals.