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Shelly Mathis, is a financial planner in Stanwood, WA who helps those who are within 10 years of retirement and beyond to plan their income in retirement, so that they may achieve and maintain a work optional lifestyle.
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Hex Code
Color name
RGB
HSL
CMYK
#F2A516
Buttercup
242, 165, 22
39, 89, 52
0, 32, 91, 5
#153259
Blue Zodiac
21, 50, 89
214, 62, 22
76, 44, 0, 65
#C1C1C1
Silver
193, 193, 193
0, 0, 76
0, 0, 0, 24
SLM Financial Services is a financial planning practice led by Shelly Mathis in Stanwood, Washington. The firm works with people approaching retirement and those already retired, helping them plan sustainable income and pursue a work-optional lifestyle. Its approach centers on building trusted, collaborative relationships and guiding clients toward informed financial decisions suited to their individual circumstances and goals.
Services include retirement planning, investment guidance, estate and insurance planning, and tax strategies. For clients nearing retirement, the NextPhase™ offering focuses on turning savings into income intended to last throughout retirement. The firm also provides retirement plan options for small businesses and resources such as articles, videos, calculators, and financial planning tools.
Through its VIP Process, SLM Financial Services works with clients to develop strategies aligned with their vision and goals, then matches services and solutions to their needs. The practice supports clients across different stages of life, from early saving through retirement.
Brand industry
Finance
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How do I download the SLM Financial Services logo?
What are SLM Financial Services' brand colors?
The SLM Financial Services color palette uses the hex codes #F2A516, #153259 and #C1C1C1.
The SLM Financial Services name, logos and brand assets are trademarks of SLM Financial Services and its affiliates. Brandfetch isn't affiliated with or endorsed by SLM Financial Services. Their use is subject to SLM Financial Services's brand guidelines.
