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.
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.
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.
We are here to help you out and answer any questions.
We Are Expanding! | Great People doing Great Things! | A Team with a Mission backed up by a Big Heart and Big Vision!