Because you
cared

At SLD We Appreciate All Those  Who Are the Everyday Heroes for Our Kids

YOU MATTER

OUR MISSION

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FINANCIAL EDUCATION & CHOICES

IMPORTANT FACTORS

After meeting with thousands, we have found too many people trust in the system that they are either not paying attention to or just don’t know as much as they should.  

Choices were made a lot of the time blindly and hoping for the best. 

At SLD, we are about educating especially the educators to our your full choices and what you should know before making those choice. 

We have Specialist to help

MEET OUR SPECIALIST

DIANE VALDEZ

SENIOR DIRECTOR

DIANE LAIZURE

RETIREMENT SPECIALIST

KEVIN CHRISTOPHER

RETIREMENT SPECIALIST

WE HAVE A TEAM OF SPECIALIST NATIONALLY TO ASSIST

three steps to success

We Will Help You Every Step Of The Way

01

SCHEDULE AN APPOINTMENT TO SPEAK TO A SPECIALIST

Depending on your concerns an Advisor is assigned to your file to discuss your concerns and questions.  

02

GO OVER YOUR "GAP" AND "RISK" ANALYSIS

Bring your statements and numbers to the meeting and go through your analysis.

03

SPEAK ABOUT YOUR OPTIONS

Depending on what you state is important to you, the Advisor will explain your full options and help you with any paperwork if needed. 

Team of female accountants are working on data documents.

RECEIVE YOUR FREE 

FINANCIAL ANALYSIS

  • PAYCHECK ANALYSIS
  • INCOME ANALYSIS
  • PENSION ANALYSIS
  • PROJECTION ANALYSIS (GAP)

DO YOU KNOW....

Consultation in Jyotish

REQUEST AN APPOINTMENT WITH A SPECIALIST

You are a life changer

THANK YOU