Sloan Financial Planning
Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.
We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals we are proud to call our clients. We welcome the opportunity to serve you and your family.
What topics can I expect to cover with financial planning services?
- What income can I safely collect at retirement based on my current savings rate?
- If I have a shortfall on my retirement income need, what is it and how can I get there?
- Should I be converting my IRAs to Roth’s and what are the tax consequences?
- When is my breakeven year for Roth Conversions and should I continue to do this?
- What types of retirement accounts can I add to my current situation?
- What should I be doing with my employer’s retirement and health insurance benefits?
- How can I create a realistic budget that I will stick too?
- How can I get a handle on my current debts (to include mortgage/car/student loan and other lines of credit)
- Do I need to establish a Trust/Will/Estate plan and what questions should I ask my attorney?
- How should I be titling my assets including bank & savings accounts as well as taxable and real estate assets?
- I need help with paying for college. What types of loans or savings vehicles can I use?
- Do I have enough Auto/Home/Life/Liability Insurance?
- I have stock option awards and are unsure how to best manage them for tax efficiency?
- When should I collect Social Security and do I need to worry about IRMAA surcharge?
Location
Information
Location
5331 Primrose Lake Cir Suite 226, Tampa, FL 33647, Tampa Bay, Florida, 33647
Contact Number
(813) 790-7XXX
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