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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.  An integral part of retirement planning is to prepare for healthcare expenses which can include Medicare Supplements or Medicare Advantage, Prescription Drug plans and Long-term Care. 

Financial Planning

Investment Management

Cash Flow and Debt Management

Family Risk Management

Retirement Planning

Education Planning

Legacy Planning

Business Planning

Special Situations Planning

Tax Planning and Preparation

Individual Taxes

Business Taxes

Gift and Estate Taxes

Payroll and Sales Taxes

Trust and Fiduciary Taxes

Business Services

Small Business Accounting Services

Bookkeeping and Payroll Services

401 (k) and Company Retirement Plans*

Succession Planning


Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

*These services are offered by Roger Sloan through his affiliation with Avantax.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (843) 774-8691