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Client First Culture

At Sands Financial Services, our clients are accomplished individuals, retirees, executives and business owners leading busy and productive lives. They recognize that managing significant wealth can be complex, time consuming, challenging, and financial decisions require extensive research and deep knowledge of the marketplace. That’s why so many families and businesses rely on our experience to simplify the complexities associated with managing wealth and preparing for retirement.

Your well-being is always our first concern

Our goal has always been to work with clients who are motivated to seek out and implement the advice and guidance best suited to their needs. That’s why so many of the client relationships we have developed over the years have expanded beyond business relationships to become valued friendships.

Serving generations of our clients and their families

Many of our clients have been working with us for decades. We have helped them plan for a broad range of life goals and pursue life in retirement with confidence. We take great pride in the trust our clients place in us to preserve their wealth, help carry out their legacies and serve the financial needs of their children and grandchildren. We would be honored to do the same for you and your family.

Strategies for a lifetime

Our many years of experience helping affluent families and business owners organize their financial lives, prioritize goals and develop comprehensive financial strategies enables us to provide you with the insightful guidance you seek at each stage of your life and your career. It would be our pleasure to assist you in pursuing financial independence on your terms as we are trustworthy and accountable to our clients. 

At Sands Financial Services
, we have designed wealth management options and a decision-based methodology specifically for the unique needs of working employees. Our advanced strategies go beyond the typical wealth management options in order to address the needs of working employees and provide a launch pad for a successful retirement.

We Solve for the Concerns of working or near retirement employees:

  • Retirement Income Solutions: Strategies for providing consistent income in a volatile market environment.
  • Pension Analysis: Review issues regarding timing and alternatives.
  • Health Care costs projections 
  • Long term Care analysis: Analyze current company solutions vs. self-funding.