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8.00 AM to 6.00 PM (PST)

155 N. Riverview, Anaheim, CA 92808

support@sldsolutions.com

Call: 949 - 868 - 8099

Call : 888 - 59 Solutions

888 - 597 - 6588 (serving 42 states)

SLD SOLUTIONS

WHERE FINDING FINANCIAL SOLUTIONS

IS EASIER

WHO WE ARE

SLD Stands for
CHOICES, KNOWLEDGE
& FREEDOM

SLD Solutions is a national, financial services company that started in 2009 with humble origins and a grand vision. The foundation of “TURNING THE INDUSTRY RIGHT SIDE UP” has been the crusade to help and educate others in not only finance, but also in empowering others through knowledge.

It is a personal touch in an industry that has grown a bit cold towards certain levels of wealth and class. There should never be a “You are not good enough” or “You are not wealthy enough”. Everyone should have access to the same knowledge and education, as well as financial freedom.

WHO WE ARE

SLD Stands for
CHOICES, KNOWLEDGE
& FREEDOM

SLD Solutions is a national, financial services company that started in 2009 with humble origins and a grand vision. The foundation of “TURNING THE INDUSTRY RIGHT SIDE UP” has been the crusade to help and educate others in not only finance, but also in empowering others through knowledge.

It is a personal touch in an industry that has grown a bit cold towards certain levels of wealth and class. There should never be a “You are not good enough” or “You are not wealthy enough”. Everyone should have access to the same knowledge and education, as well as financial freedom.

WHEN WAS THE LAST TIME YOU GOT A

L.S.I. CHECK UP

Live Too Long

Life's only guarantee is that all everyone will be called from this world. There is no way to predict when this will happen. Proper planning does make a difference and there are so many options now to choose from and design depending on what your needs and wants are. It's not the "old" type of insurance any longer.

RETIREMENT PLANNING

INCOME FOR LIFE PLANS

LIFE INSURANCE CONVERSIONS

LONG TERM TAX STRATEGY

RISK PROTECTION / PRESERVING WEALTH

Live Too Long

Life's only guarantee is that all everyone will be called from this world. There is no way to predict when this will happen. Proper planning does make a difference and there are so many options now to choose from and design depending on what your needs and wants are. It's not the "old" type of insurance any longer.

RETIREMENT PLANNING

INCOME FOR LIFE PLANS

LIFE INSURANCE CONVERSIONS

LONG TERM TAX STRATEGY

RISK PROTECTION / PRESERVING WEALTH

Live Too Short

Life's only guarantee is that all everyone will be called to pass. There is no way to predict which this will happen. Proper planning does make a difference and there are so many options now to choose from and design depending on what your needs and wants are. It's the "old" type of insurance any longer

TERM LIFE INSURANCE

WHOLE LIFE INSURANCE

UNIVERSAL LIFE INSURANCE

INDEX UNIVERSAL LIFE

ESTATE & LEGACY PLANNING

Live Too Short

Life's only guarantee is that all everyone will be called to pass. There is no way to predict which this will happen. Proper planning does make a difference and there are so many options now to choose from and design depending on what your needs and wants are. It's the "old" type of insurance any longer

TERM LIFE INSURANCE

WHOLE LIFE INSURANCE

UNIVERSAL LIFE INSURANCE

INDEX UNIVERSAL LIFE

ESTATE & LEGACY PLANNING

Get Ill

When life throws a curve ball, having the correct protection and strategy makes a big different. This is why we feel that having the coverage just in case of illness is important.

CHRONIC ILLNESS

CRITICAL ILLNESS

CRITICAL INJURY

TERMINAL ILLNESS

HEALTH CARE BENEFITS THROUGH MANAGED HEALTH PROGRAMS

MEDICARE

Get Ill

When life throws a curve ball, having the correct protection and strategy makes a big different. This is why we feel that having the coverage just in case of illness is important.

CHRONIC ILLNESS

CRITICAL ILLNESS

CRITICAL INJURY

TERMINAL ILLNESS

HEALTH CARE BENEFITS THROUGH MANAGED HEALTH PROGRAMS

MEDICARE

THE POWER OF CHOICE

SOLUTIONS FINDERS

Helping Businesses

One of our joys is to help business small or big with proper tools to help retain income and employees.

Tax Strategies

What is more important your Gross or Net? It is what you are able to keep. Let's take a look at that for now and in the future.

Children's Financial Blueprint

One of life's precious gifts are our children. Why not give them an advantage by designing their Financial Blueprint.

Proper Protection

Risk is never as bad when you it is caculated and protected. There are 8 Main Risks that affect Assets and Wealth. We are here to help you with all of them.

Estate & Legacy Planning

Estate & Legacy planning is what and how we pass our estate to our beneficiaries. It is a very big element in wealth planning; however, we have found so many are not prepared properly. Let us help.

Building & Preserving Wealth

There are two factors that affect your wealth the most, the way it grows and the way it is taxed. Find out your FULL options and make sure you have what you want.

Cash Flow & Debt Management

These financial issues can cause anxiety disorders that can lead to serious illness and have long term problems. Let us see how we can help.

30+

Years of Business

Experience

150+

In-House Specialists

42+

States Served

2,000 +

Satisfied Clients

We are here to help

Your goals and needs are our priority

At SLD Solutions, we realize that every client and business we work with has unique needs, goals, and objectives.

. That is why we deliver customized solutions to address the specific nature of each of our clients scenarios. However, we use a holistic process to ensure that appropriate financial areas are analyzed and comprehensive service is rendered.

In addition:

Specialist for

Specific Sectors

A Special Division was set up to help certain sectors with specialists who are trained and experienced in helping with different needs of the sector.

The specialist is not only state licensed but certified in the many tools and programs that are available.

Public Employees

Retirement Planning, 403b, 457, & IRA Reviews, Income Gap Analysis

Medical Staff

Risk Protection, Tax Strategies, Retirement Planning

Senior Financial Protection

Risk Protection, Legacy Planning, Final Expense

In addition:

Specialist for

Specific Sectors

A Special Division was set up to help certain sectors with specialists who are trained and experienced in helping with different needs of the sector.

The specialist is not only state licensed but certified in the many tools and programs that are available.

Public Employees

Retirement Planning, 403b, 457, & IRA Reviews, Income Gap Analysis

Medical Staff

Risk Protection, Tax Strategies, Retirement Planning

Senior Financial Protection

Risk Protection, Legacy Planning, Final Expense

What Our Clients Say

TESTIMONIALS

Thank you for helping figure out where I stand in regard to my retirement. I didn't not realize how much I have lost this year and how much in fees I was paying. I appreciate your simple explanations and giving me my full options.

D. D.

I do admit I was in the mindset that everything that was said to me was too good to be true. I wondered why I had not heard of the many options. I did question why I didn't learn this in school or how come my banker or CPA never explained it this way. Thanks for working through my doubts. I am so glad I met you guys.

K.O

I was very worried that at my age, it was too late to put any kind of plan together for me. I regret my late start but I am so grateful that I was able to get approved and now have a strategy. Thank you for not giving up on me and not making me feel like I had failed.

J.A.

My family is everything to me. Being that I have a daughter with special needs, it means the world to me that we are prepared to have her taken care of no matter what.

You have not only become my advisor but also family. Thank you for everything

R.F