As trusted advisors, we help our clients get from where they are to where they want to be, by assisting them in defining their goals, so that what they want lines up with what they do.
When “financial planning” is mentioned, most people think of investments only. At SDP, your Investments are a part of your financial plan, but we also consider your real estate holdings, business or medical practice, and how those impact your investment plan.
Legal documents, beneficiary designations, emergency funds, insurance, stable investments all work together to create your risk management plan. Our goal is to help you feel confident and knowledgeable about any risks.
Your Financial Plan is a stand-alone entity. A written plan with a course to chart directions in a variety of circumstances. Goals are defined. Steps are chosen. Action is taken. Your financial plan dictates needs, and helps you make good decisions.Richard Barbee / Knoxville, Tennessee
I grew up in East Tennessee. I was a Boy Scout for many years...way before smartphones and email. Sometimes, like today, I reminded by the face that there is life outside of the air-conditioned, globally-connected, instant information world.
I was having lunch with a friend today, and he mentioned that he just feels overwhelmed with information and stimulation and the constant drumbeat of things to process. I feel his pain. As a father of young children and business owner, I have plent to keep me busy and process-oriented.
Making the Most of Your Money
By: Conrad L Slate, Sr, CLU, ChFC, MSFS
Investment Advisor Representative
Did you ever wonder how the man in Ohio who never went to college, always worked a line job in a factory, and never inherited any money was capable of leaving several million dollars to a college at his death? He mastered the principle that during our lives that, unless there is a rich uncle as benefactor, it is us at work, our money at work, or some combination of the two. This man never owned a car, and he walked to and from work only two blocks from his apartment. He went home every day to eat lunch which was a can of soup that he had opened in the morning and placed over the pilot light on his stove so it would be hot when he got home at lunch time! His lifestyle was so frugal that he only bought clothes at a second hand store, never married, and had no hobbies that required spending money. He represents the extreme to be sure.
