Insure what you love and need!
We can help you with life insurance services, annuities, retirement plans, as well as business insurance and so much more. We are fully licensed to help you with financial advising about how to pay off debt, prepare for retirement, making a family budget, cash flow, financial planning, building wealth, preserving wealth, wills, trusts, and much more.
We help people make, save, and protect their money! By educating families and businesses in finance, estate, and tax strategies.
We are solution finders! We represent 100 top ‘A’ rated companies, from A to A+++ and we will listen to your needs and then search for the very best plans, so you grow your money and not lose it!
We will work for you, not a corporation! Contact us for an appointment today!
We also educate families and small businesses on how money works with webinars and seminars so you can be properly protected and be financially stable. We also do this with personal consulting.
We help people make, save, and protect their money! Let us help you!
Dr. Richard J Krejcir
CA License 4030617
More about us
I help people make, save, and protect their money!
By educating families and businesses in finance, estate, and tax strategies.
What happens if you die too soon; is your family provided for? What happens if you become ill and left with catastrophic medical bills? What happens if you live too long and outlive your money?
How I help people:
- How to get through the Bear Market
- How to Increase Your Cash Flow
- Debt Management
- How to Best Prepare for Retirement
- How to Make and Keep a Family Budget
- Basics of Financial Planning
- Building Wealth
- Preserving Wealth
- Wills and Trusts
- Business and Family Protection
- Insurance- what you need and what is good, I represent over 300 companies and can look for the best for the client’s needs.
- Financial Planning
We will work for the client, not a company!
Allow us to help you!
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Dr. Richard J. Krejcir
More about our other services
We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need. We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business, SLD Financial.
We put on free seminars on how to pay off debt, prepare for retirement, making a family budget, cash flow, financial planning, building wealth, preserving wealth, wills, trusts, insurance services and much more…
We also represent over 300 of the top solid insurance and financial institutions. So, we can personally help you, your family and business. As we work for you, not captive to a cooperation. We do this personally in the greater Pasadena, CA, area and online worldwide.
We can help you with:
- How to pay off debt faster and easier
- How to better prepare for retirement, so you do not lose your money and it grows!
- How to make and keep a family budget
- How to protect your 401 k so it does not lose your money!
- How to increase your cash flow, where to invest so you do not lose your money.
- Basics of financial planning
- Building wealth
- Preserving wealth, so you do not lose your money!
- Wills and trusts, so you pass on your money without the risks and over taxation!
- Insurance services, so you get what you need and do not overpay!
- Biblical Stewardship
We do for you what the high-end Brokerage Firms do for the upper 1% that most financial advisors do not know about. Because they are captive to usually one company.
We do for you for free, what the big boys charge $1,500-$2,500+ just for a sit down. We do not charge our clients; we help them!
Our Blog: how-moneyworks.com
The Brokerage Firm some of us work at: https://sldfinancial.com/
Some of us work here: https://www.familyfirstlife.com/
Let us help you! firstname.lastname@example.org