Mike Sloan, CRPC
My name is Mike Sloan
As a Camas Wealth Strategist and Chartered Retirement Planning Counselor with over 30 years of experience, my passion is educating my clients on how to avoid common risks in Retirement Planning, as well as how to avoid the emerging risks of rising taxes, and legislative changes in Washington that can affect your retirement security.
As part of a team of financial specialists, including nationally acclaimed experts in Advanced Tax Planning, Personal Planning, Business Strategies, and more, we take a proactive approach to Retirement Planning that is designed to give you the confidence to enjoy your retirement without worrying about stock market risk, or running out of money.
I live in Clermont, FL and serve clients across the United States.
For recreation I enjoy traveling, nature and wildlife photography, hiking, fishing, and metal detecting on Florida’s famous beaches, searching for Spanish Treasure.
LICENSES & ACCREDITATIONS
- Chartered Retirement Planning Counselor
- Life & Annuity
AREAS OF EXPERTISE
- Financial Services
- Retirement Planning
- Insurance Services
- Estate Planning