Business Details
About
Financial PlanningFinancial PlannerLife Insurance Agency
"We work with clients of all ages and walks of life. Our mission is to help people receive solid financial advice and make sure they're taken care of in all aspects of personal finances. We help clients with retirement planning, estate planning, college saving and more. Reviews listed on Google are unsolicited and may not be representative of others' experiences. Future results with the Financial Advisor may vary. Reviewers have not received any direct or indirect compensation. Securities and Advisory Services offered through Geneos Wealth Management, Inc. FINRA, SIPC."
Location
Sloan Financial Solutions LLC
421 E La Salle Ave Suite A, Barron, WI
54812, United States
Hours
Frequently Asked Questions About Sloan Financial Solutions LLC
Do you help with taxes?
We do not prepare tax returns for clients. I am not a CPA or consider myself a tax professional, but we help clients be financially smart when it comes to taxes. Capital gains, donating stock and funds to charities and churches, qualified charitable giving, and income tax planning are some of the main items we help clients with.
Is there a fee for an initial meeting?
There is no fee for an initial meeting. (Original text) There is no fee for an initial meeting.
My spouse and I are just beginning to build our financial future. There is much to learn. We need help and guidance to get started. Will they accept us as clients?
A kickoff meeting is a great place to start. It gives both of us a chance to make sure we're a good fit with each other. I'm pretty easy going and will probably take you on as a client unless you're looking for help in areas I can't really help with. In which case, I would recommend it to people I know who could help you.
Who can benefit most from your services?
Often the most important area of help I provide clients is helping them plan for and then transition into retirement. I am also good at estate planning for people who are looking for the most effective way to pass on their wealth to their family or charities.
How can I get started?
A free initial consultation is the best place to start. We can talk through where you currently stand financially and what is important to you. Give us a call or shoot me an email and we'd be happy to find a time to talk.
I'd like to retire but I'm not sure if I can. Can you help?
This is probably my favorite area to help clients with. It's such a stressful topic for clients as we've been working towards retirement for most of our lives. I like putting clients' financial situations into perspective and helping them see the transition into retirement become a reality. Often people don't think they'll be able to retire or that they have to work until they are 70 to be able to retire effectively. Being smart and efficient with your financial plan we are often able to trim that timeline down significantly. It's best not to wait until the last minute though,