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      Details

      Where financial plans and retirement goals find unity.

      General Info

      Should YOU engage OUR services? what we offer: objective planning services with a comprehensive approach to your financial needs and should YOU choose to implement OUR financial planning advice. We offer various financial products including investments and insurance. OUR philosophy: develop a long term relationship with strict confidentiality that is focused on meeting your needs first coordinate with your current advisors to create a team of experts working on your behalf educate YOU AS to your alternatives SO YOU MAY make your OWN decisions develop a resource center to provide UP to date information for your particular situation action orientation OUR clientele: successful professionals and business owners WHO have NOT HAD the time. Expertise. Or inclination to manage their finances AS professionally AS they manage their businesses or professional lives people WHO are experiencing a GAP among the services offered by traditional advisors (accountant. Attorney. Stockbroker. Insurance agent) – I. E. NO ONE else is doing the JOB for YOU your finances are complex enough to require sophisticated financial strategies and coordination those WHO would like help to develop an intelligent strategic plan that includes: potentially maximize return from income and investments while avoiding unnecessary taxes specific objectives: retirement income. CHILDREN’S education. ETC. Crossroads: change of circumstances (retirement. Recipients of significant inheritance. Gift or sale proceeds).

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 865-357-7370

      Address:
      9724 Kingston Pike Ste 701 Knoxville, TN 37922
      Email:

      Links:

      http://www.sdp-planning.com

      https://sdp-planning.com

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      Categories
      Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Securities
      Services / Products
      We Bring a collaborative approach to financial planning. Elder care protection and planning. Retirement planning. 401K management. Life insurance. Long term care insurance and planning. Hybrid life insurance. Roth iras. Asset protection. Asset allocation. Investment diversification. College funds. Social security benefits. And index funds. We focus on outcome based planning.
      Payment Options
      amex, master card, visa
      Location
      We are located in the heart of Knoxville, Tennessee. However, we have clients all over east Tennessee and work with many strategic partners. We invite our clients to visit our office and discuss any of the financial questions.
      Associations
      FINRA,SIPC
      AKA

      Slate, Disharoon, Parrish and Associates

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