DEGREES OF PLANNING

What does it mean to have a financial plan?

What does it mean to have a financial plan?

The answer can vary greatly. A true financial plan includes more than money and investments. Our process creates a personalized roadmap that assists you in reaching your goals and dreams.

FOUNDATIONAL

Support photos new family

Those who could benefit from a foundational plan include:

  • New Family
  • Individuals making a great start
  • Savings plan
  • Life changes
  • “Putting it all together”
  • Getting from “here” to
    “there”
  • Debt management

 

EMERGENT

Support photos physician

Emergent planning candidates may be identified as:

  • Professionals
  • Business owners
  • Corporations /Corporate ownership
  • Tax Strategies
  • Investment Planning
  • Retirement Income
    Planning
  • Special needs planning

ADVANCED

Support photos big family

Prospective advanced planning clients tend to have issues like:

  • High net-worth
  • Wealth preservation
  • Estate transfer
  • Business succession
  • Multiple entities
  • Generational planning
  • Legacy planning
  • Charitable gift planning

Support photo golf

Retirement Income Module

Planning for the “retirement red zone” is a challenge most people must address. At SDP, the Retirement Income Module focuses on providing predictable income from your investment portfolio, Social Security, and pensions. The Retirement Income Module features a full analysis of all of your sources of income and implementation of tax strategies. The Retirement Income Module is for a limited engagement.

Click here to watch a short video about Retirement Income Planning.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Slate, Disharoon, Parrish and Associates LLC are not affiliated.