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What is a financial plan?

What is a financial plan?

A financial plan is the outcome of blending your needs wants, ideals, values, and dreams into a comprehensive product that outlines what needs to be done, what steps should be taken while considering what assets you have and are accumulating and how to best deploy...
What is a fiduciary?

What is a fiduciary?

In the simplest terms, a fiduciary is a person who holds your best interest as his or her utmost responsibility.   SDP has operated as fiduciaries for financial planning and for all third party money management we have done since we began our business. With regard to...