Turning the Industry Right Side Up

Because you
cared

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

YOU MATTER TO

OUR MISSION

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. 

TIME

One of the most common questions we get is in regards to time. "When should I retire" or "What is going to happen when I retire".

the DOLLAR AMOUNT

Retirement's biggest concern is about finances. "How much money will I have" and ""Will I have enough".

BENEFITS

After you retire, what happens to your benefits and what will I need to prepare to cover myself.

PROTECTION

What risks are involved with my retirement fund. Do you have guarantees? If you put away each paycheck how is the growth market and taxes going to affect your retirement fund.

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....

REQUEST AN APPOINTMENT WITH A SPECIALIST

Consultation in Jyotish

You are a life changer

THANK YOU