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My name is Mike Sloan, and as a Chartered Retirement Planning Counselor and Investment Advisor Representative* with over 30 years of experience, my passion is helping my clients build, protect, and preserve their wealth for retirement. I then help them create a retirement income plan that can provide guaranteed lifetime income, protection against market volatility, and potentially reduce taxes in retirement.

By working with my team and me, you will benefit from the combined expertise of our financial specialists, including nationally acclaimed experts in Retirement Planning, Investment Management, Business Planning, Estate Planning, and more. Our Retirement Income Planning process, based on the latest research, math, and science, 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.

Investment Advisory and Financial Planning services offered through: Portfolio Medics, LLC, a registered investment advisor

Portfolio Medics and Camas Advice are not affiliated