Because you
cared
At SLD We Appreciate All Those Who Are the Everyday Heroes for Our Kids
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.
RECEIVE YOUR FREE
FINANCIAL ANALYSIS
- PAYCHECK ANALYSIS
- INCOME ANALYSIS
- PENSION ANALYSIS
- PROJECTION ANALYSIS (GAP)
DO YOU KNOW....
Admit they do not know as much as they should about retirement investing and strategy according to a Transamerica Retirement Survey, 2018
68% OF WORKERS 
Are saying that they are just hoping it will last and are winging it according to a R.I.S.E. Survey 2019.
24% Of Retirees 
Say that they are behind in the retirement savings according to a R.I.S.E. Survey 2019.
66% Pre=Retirees 
Are concerned about managing their retirement income and expenses
57% Ages 35-45 
REQUEST AN APPOINTMENT WITH A SPECIALIST
You are a life changer
THANK YOU