The Financially Informed Investor

Knowledge Can Change the Way You Make Decisions.

“It’s what you don’t know that could potentially cost you a bundle.”

Discover a more informed approach to major financial decisions with Jim E. Sloan’s latest book, The Financially Informed Investor.

By Jim E. Sloan • Six-Time Author

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The Financially Informed Investor by Jim E. Sloan

Complimentary Digital Copy

Decision Making Facts Over Opinions

Perspective Logic Over Emotion

Financial Clarity Math Over Missing Information

Become Financially Informed

Better Information. Better Decisions.

Do you have a process to help make major financial decisions?

Many investors — including sophisticated investors — may not have a defined process for separating useful information from assumptions, emotion or incomplete data.

The Financially Informed Investor explores a disciplined way of thinking about financial decisions and the information behind them.

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Facts Rather Than Opinions

Look beyond headlines and assumptions and focus on information that can be evaluated.

Logic Rather Than Emotions

Financial decisions can carry emotion. A repeatable decision-making process can help create greater clarity.

Math Rather Than Missing Information

Understanding the numbers behind a decision can help reveal tradeoffs that may otherwise be overlooked.

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Meet the Author

Jim E. Sloan

Wealth Manager & Six-Time Author

Jim is a six-time author, and his books were written to help investors become financially informed.

Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, including The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post and the Houston Medical Journal, among others.

Jim teaches financial education classes at Lone Star College and Houston Community College.

Jim is an Investment Adviser Representative of MariPau Wealth Management, LLC, an SEC Registered Investment Adviser. Jim is also a licensed insurance agent in Colorado and Texas.

A U.S. Army veteran and private pilot, Jim also enjoys volunteering, traveling, reading, golf and spending time outdoors.

Six-Time Author

Investment Adviser Representative

Financial Education Instructor

U.S. Army Veteran

A Fresh Perspective

Are You Confident About Your Retirement?

Are you confident that you will be able to retire and not run out of money?

Are you concerned about higher inflation, higher taxes or what market volatility could do to your retirement savings?

Jim’s Second Opinion Service is designed for individuals who want another perspective on their current retirement strategy.

Schedule a Conversation →

Do you have a written retirement income strategy?

Have you considered how taxes may affect future income?

Do you understand the risks inside your current portfolio?

Would a second professional perspective be valuable?

Ready for the Next Step?

Become More Financially Informed.

Start with the book, then take the next step when you are ready. Learn more about Jim Sloan & Associates and schedule a conversation about your financial future.

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