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Our Services

SLA Financial provides a wide variety of services all with a hands-on approach and our client's goals in mind.  Whether your goals are long term or short term, singular or multi-faceted we will work with you to implement and manage all your financial planning goals.

Financial Planning

  • Comprehensive Financial Plans
  • Retirement Accumulation Plans
  • Retirement Income Plans
  • Tax Planning
  • Divorce Planning & Litigation Support
  • Estate Plans
  • 401(K) Planning
  • 403(b) Planning
  • College Funding/529 Plans
  • Asset Allocation


  • Stocks
  • Bonds
  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Fixed & Variable Annuities
  • ETFs
  • Principal Protection Programs


  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance