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
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.
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.
Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino discusses recent changes to 529 Plan qualified withdrawals and how education savings can play a role in estate planning.
In his 15-Minute Financial Update for Q2 2019, John Gullo, MBA, CFA, CFP, CIMA®, covers the risky asset roller coaster, trade war escalation, global interest rates, and more.
Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®, explains how this charitable planning vehicle works and how it compares to private foundations.
From the Powel Pivot to Brexit delay to Chinese trade tensions, John Gullo explains the major financial news and trends that transpired during the first quarter of 2019.
John S. Gullo, CFA, CFP®, CIMA® explains the difference between a normal and inverted yield curve, and discusses whether today’s short-term interest rates signal a recession in the near future.
Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our wealth planning services.