About Mike

Mike Sloan, CRPC® is an Investment Advisor and Retirement Strategist with more than 40 years of experience in the financial services industry. He specializes in helping individuals and business owners bring structure and clarity to their financial lives through coordinated retirement and investment planning.

Mike is the creator of The Complete Retirement Plan, a research-based framework designed to help clients turn a lifetime of savings into guaranteed income for life while still providing for growth, access to capital, and a lasting legacy.

Mike believes no single advisor has all the answers. He works with a team of trusted financial, tax, and legal professionals to help coordinate the many moving parts of a successful retirement plan.

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

Mike resides in Clermont, Florida and serves clients nationwide.