Jeremy "Beau" Sloan

As your trusted Wealth Management Advisor from U.S. Bancorp Investments, there are a number of wealth management issues we can discuss to help you in building, preserving and transferring your wealth: - Investment - Insurance - Liabilities - Qualified retirement plans/IRA distribution - Corporate executive stock options - Business succession planning - Retirement planning - Durable powers of attorney - Gifting to children/descendants - Charitable gifting - Titling of assets - Executor/successor trustee issues - Distribution of wealth at death - Charitable inclinations at death I have 20+ years in the financial industry and will provide you with strategic investment strategies, personalized plans and comprehensive advice to help you achieve your financial goals. Please direct all business communications to me at [email protected]. /*********/ Investment and insurance products and services including annuities are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# OE24641.