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.

Financial Planning and the Epidemic of Dementia: Preparing a Financial Plan

Asking the right questions before cognitive impairment (Alzheimer’s / dementia) sets in can make all the difference in a loved one’s life, and in...
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Financial Planning and the Epidemic of Dementia: 10 Warning Signs of Alzheimer’s

These warning signs, provided by the Alzheimer’s Association, are not always a sign of Alzheimer’s; they could be the sign of a disease that is...
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Financial Planning and the Epidemic of Dementia: Know the Stages of Cognitive Decline

Dementia, commonly referred to with the catch-all name Alzheimer’s, has reached epidemic levels in the United States. Alzheimer’s is the most common...
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Local police departments restore peace of mind by phoning senior citizens once a day

Living alone can be tough for seniors. Some don’t have family nearby to check on them, and they worry that if they fall or suffer a medical...
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Are Golf Carts a Safety Risk?

In some Sun Belt communities, retirees drive them off the links to run errands or eat out. While these electric vehicles are easy to operate and...
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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.