We start by helping you determine first, what is your “core priority” going to be in retirement? Unless there is clarity as to what is most important to you, finding the right financial solution can sometimes become guesswork.
We work with you to create a customized plan, based on your core priorities and your input. We don’t use a “cookie-cutter” approach and we work with you to develop and implement strategies to problems specific to your needs and your retirement.
We use a "holistic" approach to work towards helping solve the variety of problems associated with your retirement planning. We can help you find the most appropriate and ideal methods to attain retirement income that you will not outlive, find ways to help manage taxation, potentially reduce risk with investments, plan for the transfer of your assets after death, find the most strategic option to handle the high potential costs of long-term care and much more. We can put you in contact with a team of independent advisors, including estate and elder law professionals, tax planners and financial advisors.
We provide thoughtful analysis about the pros and cons of each solution to your needs. There is plenty of information you can find from various media sources and the Internet these days. However, there is also a lot of misinformation about various financial topics and we are diligent in providing more complete, balanced information so you can make more informed choices.
*Insurance products are offered through the insurance business Sloane Wealth Management. Sloane Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Sloane Wealth Management are not subject to Investment Advisor requirements. AEWM and Sloane Wealth Management are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Sloane Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.