PERSONAL FINANCIAL PLANNING

Where financial plans and retirement goals find unity 

 

 

 

 

 

HOW DO WE HELP?

The team at SDP brings a collaborative approach to financial planning. We help people stay focused on what they do well, and appreciate professional guidance for areas outside their expertise.

OUR OUTCOME-BASED PROCESS

Identifies goals, prioritizes actions and provides accountability allowing our “client family” to feel more confident and in control.

What IS Dementia?

Dementia is formally defined as “a chronic or persistent disorder of the mental processes caused by brain disease or injury marked by...
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Planning your estate when you’ve got no children or heirs

Certified financial planner Mike Keeler has a client, a retired teacher, who saved diligently for her golden years and will leave behind...
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One Couple, Two Different Retirements?

After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about...
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How To Use Life Insurance In Your Retirement Planning

Investing in the market without taking losses — is it too good to be true? Not according to the University of Michigan’s head coach Jim...
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12 Retirement Planning Rules for People in Their 40s

Your 40s might be the most important decade when it comes to preparing for retirement. For one, you’ve likely hit your peak earning...
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Financial Advisor

Collaborate With Our Team

We’ll get to know you; Your goals and dreams. We hear you. We will understand your needs and discover your values. With a combined total of over 70 years in financial planning, a diverse background and a wealth of life experiences, we have the tools and knowledge base to help you reach your goals.

Organize Your Finances

Get It All Organized

You’ll know where you are, where everything is, and what it is worth. Using technology, you’ll get organized. Using our intellectual capital and experience you’ll know how everything impacts your big picture. Know where your money is at all times and what it’s doing to help you build your nest egg.

Financial Plan future

Move Forward With Confidence

With a complete picture of “you” you’ll experience a deep satisfaction with more timely accomplishment of your goals. Our team will provide accountability to stick to your timeline and achieve the outcomes YOU want. All with a global view in mind.