A complete list of active advisors currently associated with Sdmi Insurance And Financial Services

Warmer can help you find a great advisor at Sdmi Insurance And Financial Services or one who fits your needs even better.

SDMI Insurance and Financial Services provides advisory services to individuals as well as retirement plans and plan participants, including pension, profit-sharing, 401(k) and 403(b) plans; it also works with trusts, estates, charitable organizations and business entities. The firm offers broad-based financial planning, asset allocation review, and pension consulting services that include investment strategy preparation, selection of investment vehicles, monitoring, and participant education workshops. SDMI delivers recommendations tailored to clients’ goals but does not effect discretionary trades or take custody of client assets; services are primarily non‑discretionary and clients remain free to accept or decline recommendations. The firm’s advice typically covers traditional asset classes such as equities, fixed income, mutual funds, ETFs and annuities, and SDMI relies on technical analysis and third‑party research while generally favoring long‑term holdings. A distinctive feature disclosed in the brochure is that the principal is also a licensed insurance agent who earns commission‑based compensation for insurance sales, and the firm explicitly addresses the related conflict of interest through disclosures and a code of ethics. It is also notable among peers for actively providing pension consulting and institutional plan services (including participant education) while not acting as an asset manager or wrap‑program sponsor and for using a mix of fixed, hourly, and plan‑asset‑based fee arrangements.

To learn more about the advisors currently working at Sdmi Insurance And Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.