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 2024
Risky asset returns. In the first quarter of 2024, despite reduced expectations for Federal Reserve rate cuts, stock prices surged. As a whole, global stocks experienced an 8.2% rise. Notably, U.S. large and medium-sized companies achieved substantial gains, with...
Investment Review for Fourth Quarter 2023
Risky asset returns. After suffering losses in 2022, risky assets recorded substantial gains in 2023. Stock returns were impressive across the globe with U.S. large companies (as measured by the S&P 500) gaining the most at 26.3%, followed by 18.2% for large...
March 2024 Market Update: A Broadening Bull
The positive trends that we have seen in much of 2024 continued in March. This month marks the fifth consecutive month higher for markets. The economy remains resilient despite stubborn inflation, which led the Fed to keep rates unchanged. Market Stocks continued...
January 2024 Market Update | Sanderson Wealth Management
Markets are off to a slow start in 2024 after a strong end to 2023. Strong economic data further fueled the markets’ hopes for a “soft landing". This optimism was softened after the Federal Reserve Chair said they are “not declaring victory at all at this point.”...
Investment Review Q4 2023 | Sanderson Wealth Management
Risky asset returns. After suffering losses in 2022, risky assets recorded substantial gains in 2023. Stock returns were impressive across the globe with U.S. large companies (as measured by the S&P 500) gaining the most at 26.3%, followed by 18.2% for large...
December 2023 Market Update | Sanderson Wealth Management
The stock market finished 2023 with a bang. The S&P 500 has now logged nine consecutive weeks of gains, a streak not seen since 2004. The extended rally in risk assets came as the economy remained resilient and inflation slowed. The Federal Reserve signaled they...
Home Buying Realities in a High Interest Rate Environment
Owning your own property, having a white picket fence surrounding your backyard and having a spouse with children are all things that we consider to be part of the American Dream. They all represent a form of financial success, independence, stability, and control....
Strategies for an Overfunded 529 College Savings Account
November 2023 Market Update | Sanderson Wealth Management
Stocks posted five straight weeks of gains in the month of November as the 10-year treasury yield retreated from the 5% mark. The 9.1% advance in the S&P 500 added to the streak of positive Novembers as now 11 out of the past 12 Novembers produced positive...
Spotlight Series: Bonds | Sanderson Wealth Management
With any financial plan comes short- and long-term investments, both of which provide strategic benefits to your customized financial plan. In this Spotlight Series, Sanderson’s Chief Investment Officer John Gullo provides an informative overview of bonds, including...
Put our experience to work for your wealth.
Schedule a consultation to learn more about our wealth planning services.