What Are Your Retirement Dreams?

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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.
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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.

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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.

CALL or EMAIL US TODAY
FOR A FREE ONE TO ONE CONSULTATION
(865) 357-7370 or email kim@sdp-planning.com

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KNOXVILLE
9724 Kingston Pike, Suite 701
Knoxville, TN 37922
(865) 357-7370 Phone
(865) 357-7374 Fax

CROSSVILLE
126 Stonehenge Drive, Suite C-3
Crossville, TN 38558
(931) 707-7200

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Financial News and Information

What FICO score changes could mean for retirees

There are ways to prevent the FICO 10 system from lowering your credit score Fair Isaac, FICO, -1.17% the giant credit score company, recently announced the biggest change since 2014 in how it determines its FICO credit scores. This new FICO 10 system — expected to go...

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LICENSE DISCLOSURE

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.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck. 

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CONTACT INFORMATION

KNOXVILLE
9724 Kingston Pike, Suite 701
Knoxville, TN 37922
(865) 357-7370 Phone
(865) 357-7374 Fax
833-752-6737   Toll-Free
(833-PLANSDP)

CROSSVILLE
126 Stonehenge Drive, Suite C-3
Crossville, TN 38558
(931) 707-7200

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