After serving 4 years in the United States Navy, Mike Sloan entered the financial services industry in 1985. His experience includes serving in a variety of positions including personal financial planner for a national firm, Regional Manager for a major life insurance company, and Regional Director for a national benefits consulting firm.
Today Mike is a Chartered Retirement Planning Counselor and Business Advisor with Camas Advice and partners with CPA’s and other financial professionals to bring more value to their clients through a more proactive and comprehensive approach to solving clients financial concerns and achieving their goals.
Today’s business or owner or professional has complex business and personal financial planning needs that no single advisor can serve.
Specifically, our team can help with everything from Retirement Planning, Key Employee Retention, Business Succession, Cost Segregation, Cost Remediation, Business Valuations, Captive Insurance Companies, and more.
Mike is based in Orlando, FL and enjoys photography, fishing, exploring and traveling. Traveling is my passion and I have been fortunate to visit 45 states and over 20 countries. My favorite trip so far was spending 3 months backpacking across Europe.
Connect with Mike on LinkedIn.