Financial Worksheets | Mike J. Sloan, CRPC | Based in Clermont, FL

Investment Advisor* | Advanced Planning Strategist

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Focus Areas

Advanced Tax Planning - Captive Insurance
Advanced Tax Strategies for Real Estate Investors
Small Business Pension Plans
Employee Retention Strategies

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Address: Based in Clermont, FL | Serving clients nationwide, Based in Clermont, FL | Serving cli
Phone: Cell: (678) 895-6356
Email: MSloan@myfmsa.com

Disclosure

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. BCM and Mike Sloan, CRPC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. FINRA is located at www.finra.org.

FINRA is located at www.finra.org.

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