Welcome to Sandos Financial

We are here to help you manage investment risk by utilizing our Fact-based Investment Strategies, gain a better understanding of Retirement Income & Wealth Transfer, and assist you in working toward, and achieving, your future financial goals.  We pride ourselves on being client-focused and service-oriented.  Successful investing and financial planning does not begin or end with purchasing an investment.  As a fee-only Registered Investment Advisory (RIA) firm, we’re held to fiduciary standards, we believe in building relationships for the long-term and doing what's in the best interest of our clients. 

Our Process

Discovery

As the saying goes "A picture is worth a thousand words". 
Our planning process starts with creating a simplified intuitive overview that displays your household...who is important to you, and what resources will be available to use towards your financial goals, both now and in the future.   We believe having an easy to understand asset-map of your financial situation can help you make more informed decisions about your future.

Investment Advice Offered Through Sandos Financial, Inc. Investment Advisor,  Life Insurance & Fixed Annuities Offered through Sandos Life Inc.  Sandos Financial, Inc. may only conduct business in states where it is properly registered.

Addition information about Sandos Financial also is available on the SEC’s website at www.adviserinfo.sec.gov

 

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