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

Team Approach Financial Advising

We combine OUR strengths to make YOUR financial plan stronger.

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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.

 

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RECENT POSTS

“It’s Different When it’s YOU.”

"It's Different When it's YOU."   Everyone I know, including myself, wants to retire... one day.  And the picture in our minds of what retirement looks like is generally a carefree life of travel and leisure doing things that only and always bring us joy. Over...

Fond Farewell 08 03 22

Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on a tribute to my longtime business partner, Conrad Slate.  Our dear friend, mentor and firm co-founder, Conrad Slate,...

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, HI, IL, IN, 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