Call 704-557-9750
Text 980-340-6920
Client Portal
Our Services
Services Overview
Financial Planning
Student Loan Consulting
Retirement Planning
Private Wealth Services
Practice Services
Financial Education Seminars
Who We Serve
Financial Resources
All Resources
Free Guides
Financial Planning
Retirement
Insurance
Student Loans
Practice Planning
Blog Articles
Podcasts
Videos
In the Media
About
Meet SDT
Fee Transparency
FAQ
Careers
Contact Us
Free Discovery Call
Helpful Blog Articles
Financial wellness insights, education,
and expertise for every stage of your life.
In the Community
Events
Select a Topic
Asset Protection
Benefits Enrollment
Debt Management
Dentist Focused
Education Planning
Estate Planning
Financial Planning
Financial Wellness
Insurance
Investments
Mortgage
News & Events
Philanthropy
Physician Focused
Practice Ownership
Practice Transitions
Retirement Planning
Risk Management
Student Loans
Tax Planning
How Supplemental Disability Insurance Works for Doctors
Read More →
How Does Social Security Work for High Income Earners?
Read More →
The Pros & Cons of a Surgery Center
Read More →
How to Plan Financially: 6 Money Decisions®
Read More →
5 Ways to Maintain an Independent Physician Practice
Read More →
4 Good Financial Habits to Help You Prosper In Life
Read More →
When Mortgage Refinancing Makes Sense for You
Read More →
Should You Invest While the Market is Down?
Read More →
13 Reasons Why Doctors Need a Financial Planner
Read More →
Latest Posts
All Posts List
Previous Posts
/Logo%20Horizontal%20(4).png?width=2000&name=Logo%20Horizontal%20(4).png)