Services

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. 

*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.