Financial Planning

Envision greater
confidence.

Life isn’t always simple. It’s nuanced and multifaceted. The same can be said about your wealth management. You want to enjoy moments and experiences today, but without sacrificing the future you’ve always envisioned. At Sanderson, we view ourselves as a constant, trusted partner in your wealth planning. Your goals are our goals, and we look forward to providing advice that helps make them a reality.

Today, retirement, and beyond.

While many think that financial planning is aimed at retirement, we see it as much broader than that. Our wealth management philosophy is designed for you to thrive throughout your life’s journey. From your financial position to lifestyle preferences to entrepreneurial ventures, we consider it all part of the big picture.

WE CAN ADVISE YOU ON

RETIREMENT PLANNING

BUDGETING

EDUCATION

MAJOR PURCHASES

MORTGAGE DECISIONS

INSURANCE

EMPLOYEE CONTRACTS

ADDITIONAL PERSONAL NEEDS

A deep, productive relationship.

You’ll find our wealth planning is highly customized and analytical. Our advisors get to know you and your family on a personal level, so we can develop a strategy precisely suited to your needs. This allows us to go beyond so-called financial “rules of thumb” that may be appropriate for early simple planning but don’t necessarily pertain to your situation or goals.

Above all, the relationships we have with our clients is based on trust. Every piece of advice we offer has your best interests in mind. At the same time, we don’t shy away from having honest conversations when it comes to matters or decisions affecting your financial wellbeing and sustainability.

Longevity planning.

Thanks to advances in technology and medicine, the average lifespan is longer than ever before. This is fantastic news; however these extra years may have unforeseen financial implications. The truth is some long-standing financial principles are no longer practical. By accounting for longevity, our wealth management strategies prepare you for what’s ahead.

A lifetime of cash flows.

A sophisticated proprietary tool that we find especially valuable in helping clients set expectations and make informed decisions is our proprietary cash flow model. By inputting a variety of your financial factors, we can project what your cash flow will realistically look like in the future. We can also run multiple scenarios to demonstrate how variables such as retirement age and lifestyle choices can impact your long-term outlook.

Once we’re comfortable with the plan, we then stress test it for unplanned surprises and volatile investment returns. We want to make sure your financial plan will support your ideal life today and tomorrow.

Latest insights.

Making (Financial) Sense Out of 2020

Sanderson Wealth Management answers the top investment and tax questions of 2020. Read More

Investment Review for Third Quarter 2020

Investment Review for Third Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q3 2020 as we prepare to head into the final quarter of the year. Read More

What the Presidency Means for Your Money

What the Presidency Means for Your Money

Historical data you need to understand the relationship between presidencies, the markets, and elections. Read More

Executive Stock Compensation Planning: Making the Most of Your Equity Awards

Executive Stock Compensation Planning: Making the Most of Your Equity Awards

Tim Domino dissects opportunities in Executive Stock Compensation Planning in this volatile market. Read More

Should you take your IRA Required Minimum Distribution in 2020?

Should you take your IRA Required Minimum Distribution in 2020?

Michael Bader from Sanderson Wealth Management discusses whether or not you should take the Required Minimum Distribution from you IRA in 2020. Read More

Investment Review for Second Quarter 2020

Investment Review for Second Quarter 2020

In his 15-Minute Financial Update, John Gullo recaps the events of Q2 2020 that have led us to the official beginning of a recession after the longest expansion in… Read More

Put our experience to work for your wealth.

Schedule a consultation to learn more about our wealth planning services.

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