My name is Robert Morgan, and I can help you plan for a brighter future—financial consulting with a personal touch. I am a “Financial Professional” with an independent brokerage firm working with SLD Financial, whose mission is to educate families and businesses in financial, tax, and estate planning strategies. Our crusade is to help them make, save, and protect their money. We teach simple “concepts” about managing and saving money, eliminating debt, getting a better return than a bank, reducing or eliminating taxes and protecting assets and income.
We are not “Financial Advisors” who require minimum assets before they will work with a client, charge fees, are captive to one company, sell “variable” accounts and work only for their company’s interest by selling something. |
ROBERT MORGAN
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take control of your futurePERSONAL CHALANGES WILL BE:
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A SOLUTION FOR EVERY PROBLEM
- At SLD, we are confident that with the proper financial education, there is a suitable solution for every financial worry. With the everchanging economy, it may seem difficult to see that a desirable financial future can happen as planned. So much can happen from now until when you need the money the most. But we know that it takes simple and easy-to-understand financial concepts to give someone piece of mind about their financial future. We are committed to changing the future of the financial industry, as well as bettering the livelihoods of the families and businesses we serve.