Our Services

We will diversify your portfolio and use a combination of active and passive investment strategies.

Knowing what is important to you is critical to your success. Our knowledge and creative approach enable us to help you clarify your goals and identify the strategies to help you achieve them.

 

Financial Planning

You need professional advice and objective guidance to help develop the right plan for your situation. By taking a comprehensive look at your total financial picture, we can assist in making decisions that make the most sense for you today and for the future. As trusted advisors, we are committed to placing your interests first, listening to you throughout the financial planning process, and continually monitoring your progress and revising your plan as needed. Our goal is to provide a stress free financial planning process, so you can focus on enjoying your life and the things that are most important to you.

 

Risk Management

We believe that every financial plan should include a strategy to protect it. We will help you identify risks that could affect not only you, but potentially your family, and show you cost effective options to reduce them. Our risk management approach may include recommendations for life, disability, health, and long-term care insurance, as well as fixed and guaranteed income options. Our responsibility is to review your options and help you make smart decisions now so your family doesn’t have to deal with surprises in the future.

 

Retirement Planning

At S&D Capital, we can help eliminate the confusion and emotional elements that often complicate important retirement decision making. Whether you are planning for or already enjoying retirement, we can assist with choosing the strategies and investments that are right for you. We advise our clients on plan distributions that will give them the steady income needed through retirement, while letting their assets grow. Proper planning and guidance can help you retire comfortably and avoid outliving your assets.