financial analysis

Financial Analysis

Financial Planning Services

Do you have financial peace of mind when you think about the future? If not, financial planning services from Derderian & Associates (SDA) can help you achieve a sense of certainty that your finances will be handled in a way which helps preserve your wealth and manage your income in a fiscally sound manner. Our financial analysis is applicable to a variety of assets and situations that can impact your overall financial picture, including:

  • Taxation for assets and income
  • Projecting future value of assets
  • Planned business investments
  • Charitable giving
  • Estate planning
  • Insurance needs

Our financial analysis services can be customized to address your unique situation. We analyze the state of your finances, propose the best strategies, and continue to serve as your financial advisor, so you can quickly implement new strategies if your financial needs change.

financial planning services

Plan for Your Future Today

Few things are more unsettling than not knowing whether your financial future is secure. With financial planning services from SDA, you can analyze your present situation and project how it will impact you and your loved ones in the months and years ahead. Our goal is to assist you in making the best wealth management and investment decisions for your wants and needs. To learn more about our financial planning services, please contact us today.


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