Choices,  Knowledge & Freedom

At SLD the foundation of “TURNING THE INDUSTRY RIGHT SIDE UP” has been the crusade to help and educate others in not only financial planning, 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. 

Building Strong Futures

We are passionate about helping both companies and individuals diversify portfolios, manage assets, build wealth and preserve wealth. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. It is about choices and educating.

About Us

Since 2009, we have been helping business and individuals safeguard their assets, debt management, cash flow needs, proper protection and building wealth. We are a family oriented organization helping the community.

How Can We Help You?

Personal Financial

Proper Protection

Superhero children

Children's Financial
BluePrint Plan

Living Benefits

Retirement Planning & IRAs

Business Consultation

Legacy Planning

403 / 457 Specialist

Tax Strategies

Debt Review

Legal Referral Services

Agency Services

Contact Us

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


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

A Career With Us

We Are Expanding!  |  Great People doing Great Things!  |  A Team with a Mission backed up by a Big Heart and Big Vision!

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