Aaron Sloan - Strategic Financial

08/31/2026

When it comes to investing, “stocks” and “shares” are often used interchangeably, but they actually refer to different aspects of the ownership equation. Swipe through for an overview of their differences.

No matter where you are in your investment journey, understanding the fundamentals can help you make decisions. Contact us today to review your strategy.

08/24/2026

I've posted a couple times about this but wanted to give the official update.

New letters after my name, same mission behind them.

I'm proud to now be a CERTIFIED FINANCIAL PLANNER® professional. The designation is nice, but here's what actually matters to you: it certifies the fiduciary planning standard I already believed in. Objective advice, real strategy, and a plan built around your goals instead of anyone else's.

Here's where independence and being a founding partner of Strategic Financial come in. I'm not tied to a big firm pushing its own products, and I don't answer to a corporate sales quota. That means the only agenda in the room is yours. When I recommend something, it's because it fits your situation, not because someone above me told me to sell a product.

Independence and fiduciary duty together are what let me sit on your side of the table, every time.

Grateful for the support that got me here. Ready for what's next!

08/18/2026

Finally official!
Aaron Sloan, CFP®

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, compet...

08/12/2026

The frame arrived last week while on my honeymoon! I'm back to work and catching up. Hoping the diploma arrives next week. These study materials will be enshrined on a shelf in my office.

Numerous spiral notebooks, textbooks, hand calculations, practice exams that made no sense at 11 PM, and enough Red Bull to keep me running. Yes, there's even two calculators here and they both earned their spot in the photo.

The CFP® marks help open doors. The work behind it is what matters.
Grateful for everyone who covered for me, let things slide when I dropped the ball, didn't complain when I was distracted, and let me work just ONE MORE practice problem.

08/03/2026

My office will be closed this week. If it's an emergency, please call 417-823-3810

Taking some time off with my WIFE.

I'll see y'all next week!

07/22/2026

Yesterday was take 2 for the CFP® exam.
This wall only has 3 frames still...

But only because the frame hasn't shipped yet!
I passed the CFP® exam!!!

4 months ago, I shared that I failed it.
I'm still technically "provisional", just in a much better way this time.
I didn't believe the screen when I hit submit. I had to check my email several times before it set in. My diploma will be showing up in a mailbox soon!

So close, yet so patient.

The frame is ordered. The wall is ready. The letters are coming.

Thank you to everyone who checked in after that first post, prayed for me, or just quietly assumed I'd figure it out. A million thank you's to all of my family and especially to my Fiancé (we're t-minus 10 days to our wedding). Thank you to the Strategic Financial crew who never once let me feel like a "provisional" anything.

A special thank you to Danko Education and the whole team. Their program is incredible. Top to bottom the best experience. I would've passed the first time had I started with them, but happy I at least got it right the second time.

07/03/2026

Free Balogun!

We spend all day helping clients manage risk. Clearly nobody at VAR got the memo.
Some calls can't be appealed, but your financial plan isn't one of them. Have a great 4th of July weekend and we'll see you on Monday night Futbol

06/29/2026

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about protecting your legacy and intentionally shaping your family’s wealth for the future. Effective planning requires foresight and coordination across every aspect of your financial life. Swipe to learn more.

Thoughtful wealth-transfer planning supports both financial continuity and the values that guide future generations. If you would like to explore how a tailored legacy planning strategy can support your long-term objectives, call us to begin a confidential discussion.

06/24/2026

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by reducing tax liability, improving employee satisfaction, and giving you a competitive edge in attracting and retaining top talent.

Our team is here to help you craft and manage your team’s 401(k) plan. From plan structure to employee communication tips, we are here to support you. Give us a call today, and we can get started.

06/21/2026

Here’s the scoop: It’s time to celebrate Father's Day!

We wanted to shout out all of the dads, grandfathers, and father figures who make our lives special. We hope that this Father’s Day is filled with quality time, well-deserved rest, and maybe even a couple of dad jokes.