Where financial plans and retirement goals find unity 







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.

How To Deal With Stress: Tips For Small Business Owners

“As much as you want to have everything work perfect in your organization, it’s probably not going to work perfect,” says Jim Sever President/CEO of...
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Retirement Planning for Single Parents

It is a challenge – and it must be met. How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some steps that...
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Reality Check: The Numbers

One million seconds is equal to how many days? 11.574 DAYS One billion seconds is equal to how many days? 11,574 DAYS or 31.71 YEARS One trillion...
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Life Insurance Tip 34

In a two-parent household, both parents should have life insurance coverage, even if one of them does not work. If one spouse dies the money from...
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A Portrait of Gen X Retirement Saving

Is this age group preparing adequately for the future? How would you guess Gen X is faring when it comes to retirement saving? Americans born...
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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.