Our Services

 

Sanders Wealth Management Advisors serve individuals and businesses in all areas of financial management, including:

  • Retirement planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     
  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     
  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

 

Sanders Wealth Management offers independent financial management and advice in the following key areas:

  • Investment planning
  • Risk management
  • College funding
  • Retirement planning 
  • Estate conservation strategies

 

Our services are designed to help you answer the following questions:


  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?

We offer a full range of financial services, including:

  • Asset Allocation Strategies
  • Tax Reduction Strategies
  • Investment planning
  • Tax planning strategies
  • College funding
  • Insurance funding
  • Insurance planning
  • Retirement planning 

When developing a customized financial program, an advisor at Sanders Wealth Management will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax-reduction strategies
  • Investment management, including stocks (Series 7 only) and mutual funds
  • Retirement planning
  • Estate planning and preservation 
  • Asset protection through insurance and annuity products

Call us today at (864) 227-1024 for a free review of your financial plan.