SDC Get Organized

At SDC, we believe there are five steps that lead to a successful retirement plan.


1. Fact Finding – gathering information and setting specific goals dependent on your personal financial situation and needs
2. Design – SDC is sure to provide customized plans to get you where you want to go
3. Implement – choose a plan based on your risk tolerance, and allow SDC to start you on your journey
4. Review – let SDC do the work; we will monitor your plan so you can have peace of mind
5. Modify
– life happens, so SDC will be there to recommend adjustments when it does

Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor. It’s about stewardship and, therefore, about achieving the good society.

Robert J. Shiller


Fillable Fact Finder