(865) 357-7370 kim@sdp-planning.com

Team Approach Financial Advising

We combine OUR strengths to make YOUR financial plan stronger.

SDP team image 650x

MEET THE TEAM:

With Objectivity, Hospitality, and Integrity, we provide financial advice to a wide group of clients with individualized goals. Protect their assets, a growth plan for retirement, and maintain a desired lifestyle throughout their whole life.

 

Are You Looking For Financial Direction?

CALL or EMAIL US TODAY

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

SDP ETHOS BADGE 450x
I want free2 650x

Do You Want To Know

Do you want the latest financial and investment news and statistics delivered direct to your inbox? Receive this information every Monday by providing your email address.

RECENT POSTS

What Else Affects Your Retirement Benefits

What Else Affects Your Retirement Benefits

SOCIAL SECURITY ADMINISTRATION Everyone’s retirement is unique. Beyond deciding when to begin receiving retirement benefits, other factors that can affect your benefits include whether you continue to work, what type of job you had, and if you have a pension from...

Deciding When To Start Retirement Benefits

Deciding When To Start Retirement Benefits

SOCIAL SECURITY ADMINISTRATION Choosing when to start receiving retirement benefits is a personal decision. If you choose to retire and begin receiving benefits when you reach your full retirement age, you’ll receive your full benefit amount. We will reduce your...

Planning For Retirement

Planning For Retirement

SOCIAL SECURITY ADMINISTRATION Planning is the key to creating your best retirement. You’ll need to plan and save for years to achieve your retirement goals. While many factors affect retirement planning, we want you to understand what Social Security can mean to you...

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, CO, 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. 

CONTACT INFORMATION
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