Turning the Industry Right Side Up

MONEY MATTERS

A WEBINAR SERIES BY SLD FINANCIAL

EVERY THURSDAY  EVENING VIA ZOOM

TO MAKE AN APPOINTMENT WITH ONE OF OUR SPECIALIST

DO SOMETHING TODAY THAT YOU FUTURE YOU WILL THANK YOU

SUBJECT MATTERS

BUILDING WEALTH

How would you like your money to grow? Wealth building on wealth.

BUSINESS INTERESTS & CONCERNS

Rather it be for Executive Plans, reviews on your 401K Plans, Tax Planning and Exiting, there are many areas to discuss.

PRESERVING WEALTH & TAX PLANNING

There are two factors that affect your money the most, the way is grows and the way is it taxed. Be informed to make the right choices.

LIVING BENEFITS

As the average life expectancy increases there are more and more concerns about sicknesses and long term care.

FOR THE CHILDREN

Exclusive to SLD is the Children's Financial Blueprint Plan. Setting the financial pathway for our next generations.

ESTATE PLANNING
WILLS & TRUST

Retirement does not have to be a gamble and just a hope. Getting the right advice on how to establish and protect your estate is essential.

taking notice

contact us

(888) 510 - 0622

moneymatters@sldfinancial.com

TO RECEIVE OUR NEWSLETTER & WEBINAR SCHEDULE

We are here to help you out and answer any questions.

SLD FINANCIAL

HEADQUARTERS
100 Spectrum Center Drive
Irvine, CA  92618
 
 
 
Hours
Monday – Friday: 9am – 5pm
Saturday: By appointment
Sunday: Closed