Jim has written six books to help those approaching retirement become informed and get the relevant facts and math on the table when making major financial decisions. He is an Investment Adviser Representative and a licensed insurance agent. Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to Baby Boomers and other 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 also teaches a six-hour financial education course, Retiring Well in the 21st Century, at multiple college campuses.
Jim is a U.S. Army veteran, has a private pilot license, volunteers, loves to travel, read, golf and do most things outdoors.
Phone: 281.985.1990 | Email: jim@jimsloan.com | Website: jimsloan.com
LinkedIn: www.linkedin.com/in/jimesloan
