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At Sloan Financial Group, LLC, we pledge to provide distinctive quality and unparalleled customer service as we help our clients build, protect and preserve their assets while minimizing taxes and increasing cash flow and net worth.
Our goal is to take the mystery out of complex tax returns, investing, managing risk, preparing for retirement and preserving our client’s wealth. We hope to establish a long and trusted relationship with you by helping you acquire the information you need to achieve your financial objectives.
Financial Services
Financial Planning is the cornerstone of our business and the basis for any individual’s sound financial future. Our professionals work with each client to customize the best solution for reaching their financial goals. With a full suite of investment products, Sloan Financial can tailor a program to meet your needs and optimize your overall allocation while protecting your assets during turbulent market times.
- Stocks
- Bonds
- Mutual Funds
- Managed Accounts
- Alternative Investments
- Annuities
Tax Services
We offer a wide variety of tax preparation services for individuals as well as corporations. Our seasoned tax professionals are eager to assist, even with the most complex returns.
- Individual Returns
- Corporate Returns
- Partnership Returns
- Non-Profit Returns
- Estate Returns
- Bookkeeping Services
- Profit and Loss Statement
- Quarterly Reports
With our team of seasoned professionals and our low, reasonable fees, there is no better choice for tax services than Sloan Financial.
Our office is open year round Monday through Friday. During tax season (January-April 15) we operate with extended hours, including Saturday.
The Insurance Center
Home and Auto Insurance
We are a Trusted ChoiceTM Independent Agency offering Personal Lines Insurance products for clients in NC and SC. We consider competitively priced products and responsible property and liability coverage to be the first step in protecting your financial assets. By listening, educating and comparing coverage, we can better assist you with your insurance needs.
Working with as an independent agent allows us to do the shopping for you. With top insurance carriers to quote, we will find the best policy for the best price. Some of our carriers include:
- Allied – A Nationwide Company
- American Modern Home
- Foremost
- Hagerty
- Progressive
Life Insurance
Today’s Life Insurance is much more than just “life insurance”. Many people aren’t aware that life insurance can do more than just protect your family in case you die. Life insurance can actually help you reach your retirement goals so you and your spouse can enjoy your golden years with less worry. At Sloan Financial Group, we can help you make the following smart choices when buying life insurance:
- How much to buy
- Which type of product to buy
- Which one of the hundreds of life insurance companies to choose
Life insurance can play a vital and valuable role at virtually every stage of your life. Let us show you how life insurance can help:
- Your spouse or children pay off debts and taxes after your death
- Allow your family to maintain its standard of living
- Support your family’s goals and dreams
- Provide immediate access to cash
Certain types of life insurance also may serve as:
- A supplement for your retirement income
- A funding vehicle for a college education, starting a business, an emergency, or buying a second home
Long-Term Care Insurance
Considering the significant effect the costs of long-term care could have on your retirement, you should consult with our experienced professionals about including it as part of your retirement strategy. Though you may never need long-term care insurance, you don’t want to risk depleting your retirement savings if you do. If long-term care insurance is not within reach, we can show you others ways to protect against the cost of long-term care. Let us show you how some of the newer programs role life insurance, retirement funding and long-term care into one product so you use it in the manner that best suits your needs.
Medicare Supplements
There is no arguing the fact that Medicare and supplemental coverage is confusing. Our agents can provide you with sound information regarding Medicare supplements, and can compare options to insure that you are getting the right coverage for your specific needs. When Medicare just isn’t enough, we can show you how to take care of the things that Medicare doesn’t.