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7630 Little River Turnpike
Suite 304
Annandale, VA 22003

Howard Sloan

(703) 354-3500

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Future

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

LPL Research: Street View

Take a look at the most recent video posted by LPL Finanical's official YouTube channel for market insight.

Helpful Content

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Saving for College 101

Here’s a crash course on saving for college.

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