What Are Your Retirement Dreams?
MEET THE TEAM:
With Objectivity, Hospitality, and Integrity, we provide financial advice to a wide group of clients individualized goals. Protect their assets, a growth plan for retirement, and maintain a desired lifestyle through their whole life.
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.
Where Are YOU Headed?
Do you have a plan? If you’ve been putting it off until tomorrow, guess what? Tomorrow will never be today. When it comes to a financial, retirement, college savings plan or anything that relates to tomorrow and your money, we can help you structure some things so your plans don’t look so scary and unachievable. And tomorrow’s plan becomes today’s realized dreams.
Financial News and Information
With tax season officially open as of Jan. 27, taxpayers may feel a familiar sense of anxiety. In fact, about 1 in 3 taxpayers told Credit Karma Tax in a recent survey they typically get anxious about prepping their taxes. Tax anxieties are higher among younger...
Considering that it is estimated that 90% of affluent families lose their wealth by the third generation, a proactive approach is needed to tackle the inevitable obstacles that family businesses will encounter with succession and inter-generational wealth transition....
KEY POINTSA recent survey shows the typical retirement age in the U.S. and around the world is moving up. The traditional retirement age — 65 — is giving way to a new benchmark — 67. A majority of U.S. workers — 54% — plan to stop working at some point after 65, or...
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Cambridge does not provide tax advice.
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