Performance That Matters
✓ Independent Financial Advisor*
✓ Helps clients maintain a long-term approach
✓ Trustworthy and accountable to our clients
✓ Helps clients stay calm when the market drops
✓ Helps clients stay current on tax law changes
✓ Helps clients with cutting edge investment strategies
✓ Does not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest.
✓ Able to coordinate financial planning, estate planning, investment management, and risk management.*
✓ Your advisory team consists of a financial advisor*, a Certified Public Accountant (CPA), and an estate planning attorney.
✓ Your advisory team has a strong business education, including degrees in business, finance, economics, MBAs, and law degrees.
✓ Financial Planning firm for more than 15 years.
✓ Review of your estate planning documents by a legal affiliate that has drafted over 1,000 estate plans.
✓ Same day or next day response to your questions.
✓ Overall fees are less than that of an average mutual fund.
*These services offered by Eric Sands and his affiliation with Avantax