Wealth Orchestrator
Mike Sloan
CRPC®
Helps retirees fix incomplete retirement plans, so they can protect, grow and confidently access their money for life.
About Mike
A Chartered Retirement Planning Counselor® and Investment Advisor Representative with more than thirty years of experience, Mike works with retirees whose plans are nearly right and incomplete in the places that matter most.
His work is research‑driven rather than opinion‑driven, with particular attention to protecting retirement income through an extended health care event: the risk most plans acknowledge and few of them actually solve.
He works alongside specialists in advanced tax planning, retirement income strategy and estate coordination, so a household gets one proactive plan addressing every major risk rather than several good answers to separate questions.
Mike lives in Clermont, Florida and works with clients across the United States. Outside the practice he travels, photographs nature and wildlife, hikes, fishes, and walks Florida's beaches looking for Spanish treasure.
What Mike is most often brought in on
- Retirement income planning and sequencing
- Long‑term care and extended health care events
- Life insurance policy review and audit
- Advanced tax planning coordination
- Estate coordination with existing counsel
- Coordinating an established professional team
- Nationwide
Licensing and registrations are listed in full in the firm disclosures.
Seminars and workshops
- October 14, 2026Clermont, FL · in person
Protecting the Retirement Nest Egg
An evening session on what an extended health care event does to a retirement plan, and the options for handling it.
A conversation with Mike, at no cost
A conversation to work out whether coordinated planning would change anything for you, in both directions.