Call 704-557-9750
Text 980-340-6920
Client Portal
Our Services
Services Overview
Financial Planning
Student Loan Consulting
Retirement Planning
Wealth Management
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
Qualified Charitable Distributions: Don’t Let This 2024 Tax Reporting Error Cost You
Read More →
Does Giving Money Away Make You Happier?
Read More →
End-of-Year Charitable Giving
Read More →
Maximize Your Giving, Minimize Your Taxes: The Power of Qualified Charitable Distribution
Read More →
Appreciated Assets: A Gifting Strategy for High-Income Earners
Read More →
3 Essential Considerations for Charitable Giving
Read More →
Four Charitable Giving Strategies for Retirees
Read More →
All Posts List
/Logo%20Horizontal%20(4).png?width=2000&name=Logo%20Horizontal%20(4).png)