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.

A Homebuyer’s Guide to Life Insurance

Congrats on your new home! Now it’s time to think about life insurance. How would your significant other handle the mortgage if you were...

What is coinsurance? And other health insurance mysteries explained

Health insurance. You know you need it, but navigating through the terms and coverage explanations can be ridiculously confusing. But if...

Ways to Fund Special Needs Trusts

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are...

Why Life Insurance Will Always Matter in Estate Planning

With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will...

New Rule, Nicer Returns?

Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of...

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.