Products and Services
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.
 | Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest goals. |
 | Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a disciplined investment strategy. |
 | Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning. |
 | Preserve your assets. Proper tax planning and tax preparation by qualified professionals mean you keep more of what is yours. |
 | Estate Planning Your greatest gift to your children is your legacy – so why not ensure that it is handled properly? Setting up an estate plan as part of your overall wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. |