PERSONAL FINANCIAL PLANNING

Where financial plans and retirement goals find unity 

 

 

 

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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.

I’ve Been Diagnosed with Alzheimer’s” – Financial steps to take after a dementia diagnosis

If you or a family are member are facing a dementia* diagnosis, there are some financial steps that can be taken to empower everyone...

Online Wills – A Risky Choice

By: Samantha Parris, Attorney Would you risk your family’s future on a product with an 80% failure rate?  Of course not.  Legal Zoom, a...

Now is the Time to Make a Will

By: Samantha Parris, Attorney Do you want to decide who receives your property at your death and who takes care of your children, or do...

What is Supplemental Life Insurance and is it Worth the Cost?

Is supplemental life insurance worth the cost? Maybe, but private insurance might be better. Imagine you just landed a great new job....

90% of Americans don’t like to cook—and it’s costing them thousands each year

For some Americans, going out to dinner is a treat, planned and budgeted for. For others, it's just another Tuesday night. And...

NEWS AND INFORMATION

Samantha Parris photoWe want to welcome a key contributor to our educational blogs, Samantha Parris, Attorney.  Click here for Samantha’s bio.  To read her articles, search Samantha on our blog.

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.