Are you confident that you will be able to retire and not run out of money? Are you concerned about higher inflation, higher taxes, and what market volatility could do to your retirement savings? If you answered yes, our Second Opinion Service was designed just for you. » Book your virtual meeting with Jim here
The Financially Informed Investor
“It’s what you don’t know that could potentially cost you a bundle.”
By Six-Time Author, Jim E. Sloan
Become financially informed
Do you have a process to help make major financial decisions? Oftentimes, average and even sophisticated investors don’t. The Financially Informed Investor shines a light on this topic while also addressing the importance of basing key decisions on:
- Facts rather than opinions
- Logic rather than emotions
- Math rather than missing information
So why wait? Become informed and potentially save a bundle along the way.
INSTANTLY DOWNLOAD YOUR
COMPLIMENTARY EBOOK
Meet the Author
Wealth Manager and 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, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and 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. 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.
Jim is a U.S. Army veteran, has a private pilot license, volunteers regularly, loves to travel, read, play golf, and most things outdoors.
Let’s take a look
Are you confident that you will be able to retire and not run out of money? Are you concerned about higher inflation, higher taxes, and what market volatility could do to your retirement savings? If you answered yes, our Second Opinion Service was designed just for you.
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.
Digital Copy
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.
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.
Complimentary Ebook
Complete the form below to request your complimentary digital copy of The Financially Informed Investor.
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.