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.

TOP FIVE THINGS YOU Should do before moving in to a new home

Many homebuyers view their home as “a place to live.” More and more people though are looking to maximize the value of their purchase for resale...
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Why Retirees Need Good Credit Scores

Careers & businesses end, but the need to borrow remains. We spend much of our adult lives working, borrowing, and buying. A good credit score...
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Patience can be your ally when it comes to stock market investment.

I understand that with the recent behavior of the stock market, you may be getting impatient. You may be thinking: “What should I do? Should I do...
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Life Insurance … Is It Time?

Have you been putting it off? According to the insurance industry group LIMRA and the nonprofit Life Happens, 43% of Americans have no life...
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Keep Calm, Stay Invested

Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm stock market....
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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.