YOUR FINANCIAL SPECIALIST
DIANE VALDEZ
Diane Valdez is the Executive Managing Director for SLD Solutions, as well as a Senior Upgrade Specialist. She works with families and businesses to find financial solutions and strategies that are effective and easy to understand.
Diane believes that financial concepts do not have to be complicated and hard to understand. Her approach is to help guide her clients in their own personal journey, to learn about their goals and what is important for them, and then to assist them in implementing a step-by-step process to reach success.
Diane is licensed in AZ, CA, CO, KY, LA, MD, MO, NC, NV, SC, TX, VA, and WA, as well as certified as a Specialist in many aspects of Financial Planning, including retirement and tax-advantaged strategies.
Diane has been consistently recognized as someone who is approachable, trustworthy, and most importantly, consistent in her client relations and service.
Diane Valdez is the Executive Managing Director for SLD Solutions, as well as a Senior Upgrade Specialist. She works with families and businesses to find financial solutions and strategies that are effective and easy to understand.
Diane believes that financial concepts do not have to be complicated and hard to understand. Her approach is to help guide her clients in their own personal journey, to learn about their goals and what is important for them, and then to assist them in implementing a step-by-step process to reach success.
Diane is licensed in AZ, CA, CO, KY, LA, MD, MO, NC, NV, SC, TX, VA, and WA, as well as certified as a Specialist in many aspects of Financial Planning, including retirement and tax-advantaged strategies.
Diane has been consistently recognized as someone who is approachable, trustworthy, and most importantly, consistent in her client relations and service.
Call / Email / Text:
dvaldez@sldsolutions.com
(626) 488-3726
NPN: 16843253
RESOURCES
You Deserve to Know
Knowledge is Power
FINANCIAL "HEALTH" CHECKUP
SOCIAL SECURITY MAXIMIZATION
RETIREMENT COMPASS
IRA / PENSION MAXIMIZATION
INCOME GAP ANALYSIS
FOUND MONEY TAX REPORT
PROPER PROTECTION REVIEW
What is Your Biggest Concern at the Moment?
What is Your Biggest Concern at the Moment?
GET YOUR STRATEGY TODAY
Your family is the most precious aspect of your life, so, naturally, you want to protect them and plan for their future if something happens to you. The Senior Protection Plan is a financial tool that will support your loved ones with tax-free benefits that can help with expenses such as your funeral expense, medical bills, or outstanding debts.
That is why we’ve created a Final Expense Plan that offers simplified applications, guaranteed acceptance, and no medical exam requirements.
GET YOUR STRATEGY TODAY
Your family is the most precious aspect of your life, so, naturally, you want to protect them and plan for their future if something happens to you. The Senior Protection Plan is a financial tool that will support your loved ones with tax-free benefits that can help with expenses such as your funeral expense, medical bills, or outstanding debts.
That is why we’ve created a Final Expense Plan that offers simplified applications, guaranteed acceptance, and no medical exam requirements.
Children Financial Blueprint
We Take Care of Children's Futures
Watch This Informative Video
You Don't Want to Miss
Watch This Informative Video
You Don't Want to Miss
- Flexibility
- Not Just Limited to Education
- Legacy Planning
- Tax Advantaged
- No Market Loss
- Upside Market Gains
- Additional Protections
- Customized Design
- Simple Underwriting
SUBMIT FOR MORE INFORMATION
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California DBA SLD INSURANCE SOLUTIONS
California License #: 6004858
100 Spectrum, Irvine CA 92886 * (888) 394-5146
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Only those who are properly licensed in the field of a specialty of taxes and law may provide tax or legal advice. If the specialist is not licensed in a particular field, you will be referred to the specialist in that field or will be referred back to their own independent tax and legal professional regarding their particular situation and the concepts presented herein.