SL & Associates

​Private Client Insurance Advisory Firm

Mission, Vision, and Values:


What to Expect when working with SL & Associates

Our Mission: To advocate for our clients and be their biggest asset, especially during an insurance claim.


Our Vision: To be recognized as the authority in the field of Insurance and become the preeminent firm where ethical Advisors desire to work. 


Our Values: To treat all clients with kindness and respect, prove ethical and legal services, and elevate Client’s understanding of Risk Management. 


About our Firm


Together, the three owners of SLA (Steve Jon and Mary) combined have over 60 years of formal education, experience and customer service in the field of insurance. This is important to clients who seek accuracy and precision in advice from qualified professionals. Read more here


Decision-Makers Finds us Valuable


If you are the CEO of a company or the CFO of your home, you are in a leadership position and functioning as a decision-maker. Managing life can be easier with SLA because you can have peace of mind knowing you are protected.  

SLA offers a full complement of planning services and insurance products. 


  Planning Services                                          Products
          - Business Succession Planning                     - Life Insurance
                               - Business Continuity Planning                       - Disability Income Insurance
                               - Estate Planning                                             - Long Term Care Insurance 
                                   - Asset/Wealth Transfers                                 - Home / Auto / Toys / Umbrella


What You Can Expect


Advisors who listen to your needs and desires
Quality Risk Analysis & Reporting
Cost Effective & Custom Built Solutions 
Quality in Coverage
Quality in Carrier
Quality in Contract and Policies
Quality in Cost and overall Value.