Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
About Us
Glenn Hasell was founded with the goal of assisting our clients in planning for their financial future. Our focus over the last 33 years has been to clearly understand what our clients goals and objectives are now and in the future. Then create a flexible common sense plan that can help them retire happy ever after.
Glenn Hasell, President
Since Graduating for Shippensburg University with a BSBA in Marketing in 1987, Glenn has been constantly working to build enduring relationships with everyone he meets. In 1988 Glenn began his career with Met Life, within 5 years he started his own company and has been serving clients in the retirement and life insurance markets for over 33 years.
He specializes in pre and post retirement planning, life insurance planning for individuals, business owners and legacy planning. Over the years Glenn has attended numerous conferences, seminars and The Million Dollar Round Table to remain on the cutting edge of planning techniques.
- Glenn is licensed in Florida and New Jersey and can add additional states anytime.
- Treasurer and Board Member of Big Brothers Big Sisters of Martin and Palm Beach County
- Member of Martin County Leadership Class 10
- Past Kiwanis member
- Past Stuart Martin County Chamber board member and Ambassador
- Coached High School football for over 10 years
- Supporter of the Salvation Army and the Stuart Community Band
Glenn is a Miami Hurricane “the U” and NY Giants fan. He likes to fish and play golf… hoping someday to break par.
Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.