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.

Updating Your Estate Plan

When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The...
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Using an IRA Trust

Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to...
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What the Happiest Retirees Have in Common

The happiest retirees have learned this lesson It’s all the rage now. You’re supposed to find, follow and live your passion. I’m one of those who...
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Contributing to an IRA May Provide Tax Benefits

With the tax filing deadline approaching, have you considered contributing to an Individual Retirement Arrangement (IRA)? IRAs are one of the most...
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Watch Out for These 2017 Tax Scams

Tax season is in full swing… and tax scams are everywhere. How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your...
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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.