Mike Sloan, CRPC - Investment Advisor & Advanced Planning Strategist

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Plantation, FL
Mike Sloan, CRPC - Investment Advisor & Advanced Planning Strategist

Retirement – You've worked hard and saved diligently. That was the easy part. Find out here: RetirementDiscovered.com

Now comes the question that really matters:

Have you saved enough to support your desired retirement lifestyle?

08/27/2026

Have You Saved Enough to Retire?

Find out: RetirementDiscovered.com

08/23/2026

In my 40-plus years as an advisor, it never ceases to amaze me how many people are within just a few years of retirement and have done little or no actual retirement planning.

They've saved money, but don't know how much risk they're taking, how they'll address healthcare, or how they'll turn their savings into retirement income.

Saving for retirement and planning for retirement are not the same thing.

If you're within 5–10 years of retirement, now is the time to get serious about your planning.

Unsure how you're actually doing?

Take five minutes and complete our Retirement Readiness Assessment to discover whether you're on track — or whether there may be gaps in your planning.

Start here: RetirementDiscovered.com

08/21/2026

She Inherited $3 Million — And Didn't Know How to Make It Last

A few months ago, I was referred to a 75-year-old woman with a $2.9 million investment portfolio.

But there was a problem — she didn't feel financially secure.

Her advisor had been pushing her to spend no more than $7,500 a month out of fear that she might eventually run out of money.
Think about that.

Nearly $3 million in inherited wealth — and still worried about spending it.
The problem wasn't how much she had accumulated.
The problem was knowing whether those assets could reliably support the lifestyle she wanted for the rest of her life.

That was the challenge she wanted me to solve.

Her primary objective was income.
She wanted $10,000 per month. (including her social security)

I suggested allocating $1.3 million to a fixed indexed annuity with a guaranteed income rider paying 8.7% — $9,425 per month, guaranteed for her lifetime.

The balance of her portfolio was invested according to her risk tolerance and time frame, providing additional money for growth, opportunities and emergencies.

Since we implemented the strategy in March, she has told me numerous times what a sense of relief it is to know she will never run out of income.
A significant portion of her money still has the opportunity to grow.
But even if it doesn't, she no longer has to worry about outliving her money.

She didn't need a bigger portfolio.
She needed a better plan for the portfolio she already had.

If you're questioning the security of your retirement income, we should talk.

08/14/2026

Thinking About Buying an Annuity? Discover What the Experts Say First.

Check out the latest research: RetirementDiscovered.com

05/26/2026

Which long-term care plan are you counting on...

Yours?

Or the government's?

Address

Plantation, FL

Telephone

+6788956356

Website

http://YourWealthStrategists.com/

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