A Steadying Force Through Good Times And Bad That Cares About You
Eric Sands, MBA
At Sands Financial Services, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.
We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions.
We offer thorough counsel on each client’s wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client’s financial goals.
We are our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future. We’re here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful tools and processes to uncover the “why” behind your money. From there, we tailor advice, a financial plan and an investment strategy* to help you meet your life goals — not just your financial goals.
At Sands Financial Services, we are committed to having an impact on the community. Every year, Sands Financial Services gifts to charities throughout the country. Organizations that have benefited range from those that assist individuals with specific medical conditions, programs for children & adults with disabilities, literacy programs, community gardens, faith-based programs, arts programs, etc.
Eric earned his BSBA in Finance from the University of Florida, his MBA in Finance from Loyola University and his BBA in Accounting from Florida Atlantic University. Eric started college at 16. He has supplemented his education by earning his FINRA Series 7 (General Securities Representative) and Series 66 securities registrations (Uniform Combined State Law Exam), as well as licenses for life, health, and variable annuities * in the state of Florida.
*These services offered by Eric Sands through his affiliation with Avantax.