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.
Investment Review for First Quarter 2022
John Gullo from Sanderson Wealth Management covers five financial highlights from the first quarter of 2022 in just five minutes. Read More
March 2022 Market Update: Expect the Unexpected
Phil Frattali of Sanderson explores factors of March’s unexpected market movements, including inflation, interest rate hikes, and the war in Ukraine. Read More
February 2022 Market Update
Phil Frattali from Sanderson Wealth Management discusses continued market volatility caused by Russia’s invasion of Ukraine, inflation, and rising interest rates. Read More
2021 Year in Revision – Watch the WealthVantage e-Symposium
Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More
January 2022 Market Update: V is for Volatility
Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More
Beware: The Advance Child Tax Credit is Coming Back to Bite You!
Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More
Investment Review for Fourth Quarter 2021
In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More
Year-End 2021 Market Update: The Good, The Bad & The Fed
Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. Read More
New Limits for Retirement Contributions Are in Effect
Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More
Warmest Holiday Wishes
In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More
Put our experience to work for your wealth.
Schedule a consultation to learn more about our wealth planning services.