Our Firm

Sanders Wealth Management is committed to helping you pursue your long-term financial goals. With our experience in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • What are my 401(k) plan distruibution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

 

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Please call us at (864) 227-1024 if you have any questions about our firm or the range of financial services we provide.