Client Resources

S&D Capital Brochure – In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Are you ready to retire? – You are not alone if you are overwhelmed with how to provide income for your retirement. Millions of Americans are struggling to ensure that they have enough income to last them through their retirement years. Use this worksheet to help determine how your current retirement savings efforts compare with your retirement spending needs.

2013-2014 Annual Newsletter – Read about our successes in 2013 and what we have in store for 2014.

New Client Information – Are you interested in becoming a client? We encourage you to complete our ‘New Client Information’ form and bring it to our first meeting to help us gain a better understanding of your needs.


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The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, S&D Capital makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.