​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.
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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.
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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 

​"WE DON'T SELL PRODUCTS—WE TEACH SIMPLE CONCEPTS ABOUT MANAGING AND SAVING MONEY
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A CHALLENGING FUTURE AHEAD

MANY AMERICANS WILL FACE INCREASING CHALLENGES IN THESE AREAS:

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• An uncertain labor market
• Low savings and high debt
• The high cost of education
• Budget deficits and the shrinking number of workers per retiree

take control of your future

PERSONAL CHALANGES WILL BE:

• To protect your family (life, health, or disability).
• To reduce your liabilities and get out of debt
• Dealing with constant changes in your job, career, or business
• Living a long life without adequate income

OUR SOLUTIONS

LIKE BUILDING A HOUSE, YOU MUST BUILD IT FROM THE GROUND UP:

• Provide Proper Protection
• Begin Debt Management
• Establish an Emergency Fund
• Strategize Investments 

STRATEGIZE INVESTMENTS

THE FOUR CORNERSTONES OF A STRONG FINANCIAL FUTURE ARE INVESTMENTS WITH THESE ATTRIBUTES

GROWTH

SAFETY

PROTECTION

TAX ADVANTAGES

QUESTIONS TO ASK YOURSELF...   AND OUR SUGGESTIONS TO MITIGATE 

• What if I die too soon?
  • Life insurance
• What if I live too long?
  • Life insurance
  • Living Benefits
  • Access to Money
• Retirement

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.