Investing in Employees' Financial Well-Being
Makes Good Business Sense

A growing body of research shows a direct link between workers’ financial stability and their productivity and performance at work. 

The fact is, we spend most of our adult lives coping with financial issues, yet we receive virtually no formal financial education to prepare us for these challenges. By sponsoring a financial education program, you have the opportunity to improve your employees' overall financial well-being and in return, improve productivity in the workplace.

If you are a human resources professional, please watch our four-minute video or review our brochure for further details.  For additional information, please call our office at 713.524.7500 or email us at appointments@jimsloan.com.

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Jim Sloan & Associates and Global Financial Private Capital, LLC do not provide tax or legal advice. You should consult your own tax or legal professional on any such matters.  If you don’t have one, we could provide a list of several to interview.

Have Questions for Jim?

If you have uncertainty or concerns about your financial future, we offer you a no-obligation second opinion on your current situation. To request yours today, please complete the form below.



At Jim Sloan & Associates, we offer you the following services:

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Financial Education In The Workplace

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Investment Management

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Asset Protection

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Legacy Planning

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Retirement Income Planning

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Tax Management

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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Access your free copies of our financial guides and reports that address topics you should consider when making major financial and investment decisions.

Copyright 2016. All Rights Reserved. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jim Sloan & Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital, LLC. Jim Sloan & Associates nor Global Financial Private Capital, LLC offer tax or legal advice. Individuals are advised to consult with their own CPA and/or attorney regarding all tax and legal matters.

Jim Sloan & Associates and Global Financial Private Capital, LLC have no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of Global Financial Private Capital, LLC. Jim Sloan & Associates and Global Financial Private Capital, LLC make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.