(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

Required minimum distributions (RMDs)

When you reach age 72,* you're required to withdraw a certain amount of money from your retirement accounts each year. That amount is called a required minimum distribution, or RMD. RMD rules apply to tax-deferred retirement accounts: Traditional IRAs Rollover IRAs...

What Is a Fiduciary?

In legal terms, a fiduciary is an individual or organization that has taken on the responsibility of acting on behalf of another person or entity with utmost honesty and integrity. For example, bankers, attorneys and officers of public companies are all fiduciaries,...

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. 

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