S & L Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Michael C Sasso

Michael C Sasso


Financial Advisor

Managing Director
Visit Michael C Sasso's website


Jacklyn Lozano

Registered Client Service Associate


  • Series 7 - General Securities Representative Examination
  • Series 53 - Municipal Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
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