Sandra and her husband are small business owners and have done property management of commercial retail office development since 1980. Her business background contributes to a unique financial perspective that allows her to see the big picture, and she applies that to money planning ideas and investment strategies for her clients.
Services & Client Experience
One of Sandra’s passions is the relationships she creates and builds with her clients. She’s committed to listening and understanding a client’s individual needs and providing personal investment strategies to be sure her clients reach their goals and have a retirement that is financially sound.
Sandra specializes in money management and believes in building diversified portfolios through a variety of products:
- 401(k) Plans and Business Planning
- Life Insurance and Asset Protection
- Long Term Care Products/Estate Planning
- IRA, ROTH, and 529 Plans