Sloan Financial Solutions LLC

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.

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.

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.

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,

No, they do not prepare tax returns, but they help clients with financial aspects related to taxes such as capital gains, donating stock, qualified charitable giving, and income tax planning.

There is no fee for an initial meeting.

Yes, they welcome clients at all stages and recommend a kickoff meeting to ensure a good fit and discuss how they can help.

Clients planning for retirement and those interested in estate planning to effectively pass on wealth can benefit most from their services.

The best way to begin is by scheduling a free initial consultation via phone or email to discuss your financial situation and goals.

Yes, they specialize in retirement planning and can help clients create efficient financial plans to potentially retire earlier than expected.

The business is open Monday through Friday from 9:00 AM to 4:30 PM and closed on weekends.

It is located at 421 E La Salle Ave Suite A, Barron, WI 54812, USA.

You can visit Barron Bakery for baked goods, Mary's Locke Shoppe for beauty and clothing needs, or the Barron Post Office for mailing services, all within close proximity.

Yes, nearby insurance agencies include Nationwide Mutual Insurance Company, Erickson Agency Inc., HFS Insurance Agency, Thompson-Nelson Insurance, and Justin Larson - American Family Insurance, which clients might find useful.

Wisconsin Indianhead Technical College Barron is nearby and might be of interest for college saving or educational planning purposes.