Welcome to Sandos Financial
We are here to help you gain a better understanding of Retirement Income and Estate Planning strategies. We specialize in creating customized Retirement Income and Legacy Financial Plans by Maximizing Social Security and structuring assets to last a lifetime or longer.
Why Choose Sandos Financial?
We live and work in a rapidly changing global marketplace. With the amount of technology and the myriad of financial products and services available, investors are seeking personalized attention and expertise. Sandos Financial has provided individual and corporate clients with quality investments and professional guidance to assist them in meeting their financial objectives.
Accomplishing Your Goal…Is Our Goal.
Sandos Financial representatives have the knowledge and expertise to assist clients in meeting their objectives whether it is growth, income, tax savings or estate conservation. Conservative, time-proven investments provide the foundation for Sandos Financial’s successful investment philosophy — savings clients’ time, effort and expense.
How Can Sandos Financial Guide You?
Sandos Financial prides itself in being client focused and service oriented. We believe in building relationships for the long-term. Successful investing and financial planning does not begin or end with purchasing an investment. Depending on your needs, we can:
· Assist you in determining your financial goals.
· Provide Investment Advisory Services
· Review your current savings and investment programs.
· Analyze your present tax situation.
· Provide you with thorough, thoughtful investment planning.
· Provide you with guidance in the selection of quality investments.
· Implement your investment decisions.
· Assist you in estate planning.
· Periodically, review your financial goals and investments.