About Mike

Mike Sloan, CRPC® is an Investment Advisor and Advanced Planning Strategist with more than 40 years of experience helping individuals and business owners prepare for retirement.

He specializes in identifying and fixing incomplete retirement plans by coordinating strategies designed to protect, grow, and efficiently access wealth throughout retirement.

Mike is the creator of The Complete Retirement Plan™, a comprehensive planning framework that integrates retirement income, tax planning, investment management, risk management, estate planning, and business succession into one coordinated strategy.

Recognizing that no single advisor can be an expert in every area, Mike works with a team of experienced tax, legal, insurance, and investment professionals to help clients make informed decisions with confidence.

Mike holds the Chartered Retirement Planning Counselor (CRPC®) designation and has served in senior leadership roles with nationally recognized financial and insurance organizations.

He resides in Kissimmee, Florida, and serves clients throughout the United States.