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.

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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How Much of Your Retirement Savings Should You Withdraw Each Year?

When Fidelity Investments asked more than 1,000 pre-retirees to guess the percentage that retirement planners would recommend, 19% said 7-9% a year....
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Should you pay your income taxes by credit card? Um, no

A big tax bill is like hay fever. You don’t want it, you try to avoid it — and then April rolls around and it hits you hard. Now you have to figure...
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The big reason many retirees run out of money

If you’re in retirement now, or approaching it, you know there are many things to consider and many decisions to be made that will be important in...
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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.