# SLM Financial Services

- **Website:** <https://slmfinancialservices.com>
- **Primary alias:** `slmfinancialservices.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/slmfinancialservices98292)
- [linkedin](https://linkedin.com/company/slm-financial-services)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idL_Dy4tJE/w/598/h/182/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793311581046)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idL_Dy4tJE/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793311581706)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Buttercup | #f2a516 | accent |
| Blue Zodiac | #153259 | dark |
| Silver | #c1c1c1 | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idL_Dy4tJE/w/1019/h/492/idgy-vXqgk.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793311581226)

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_Source: <https://brandfetch.com/slmfinancialservices.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._