Where financial plans and retirement goals find unity 




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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.


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

6 Travel Apps That Industry Experts Swear By to Save Money

The last thing anyone wants to do is spend more money than necessary when planning a vacation. But luckily, there are plenty of great...
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How to Minimize Taxes in Retirement

Retirees can follow these simple guidelines to help manage their tax situations. Everyone can benefit by minimizing their tax liability,...
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MY WIFE ELISABETH wandered into the kitchen while I was testing a Blue Apron meal kit. She lifted one of the four-pound Nordic Ice bags...
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Two Tax Credits Many Small Business Owners Miss –or Don’t Know About

How to take advantage of dollar-for-dollar savings, courtesy of Uncle Sam Many small business owners miss or misunderstand the power of...
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4 Financial Milestones to Reach Before You Retire

Looking forward to retirement? Here are a few goals to hit first. Retirement is a period to look forward to for a countless number of...
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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.