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
Though life insurance policies can often seem like a one-size-fits all financial arrangement, it’s really anything but. Beyond choosing basic policy provisions, like the death benefit amount, the policy term (in the case of term life insurance), or even the monthly...
Small business owners need access to all the capital they can get. Sometimes, investors fill the void, but in many cases, entrepreneurs must find funding on their own. Small business loans and credit cards provide freedom and flexibility to pursue short windows of...
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...
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.
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Cambridge does not provide tax advice.
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