Connecting Tax, Financial, and Retirement Planning Strategies
Offering investment strategies with a focus on connecting retirement with tax strategies, Sandy Wealth Management, Inc. utilizes a holistic planning approach that addresses a wide scope of concerns and objectives. The firm’s approach begins with listening to a client’s goals, dreams, and challenges. They takes the time to truly understand their client’s perspective and seek to provide the comfort of knowing they are working with a trusted financial advisor.
Sandy Wealth Management’s principle philosophy is that education and understanding of a client’s current financial situation is vital to successfully making prudent decisions concerning their future financial condition. As a financial advisor in Ocala, Florida, firm founder Richard Sandy takes pride in knowing he has helped many individuals, families, and small business owners in his local community of Marion County pursue their financial goals.
With more than 20 years of tax and accounting experience and more than 17 years of experience as a financial advisor, Richard connects tax and financial planning, determining how one’s tax strategies contribute to their retirement. As a financial advisor, he understands that individuals and families want to feel confident in their retirement and financial future.
Through the firm’s approach, they address these three major concerns:
Accumulation and Wealth Management
Growing and preserving a client’s investments, with a secondary focus on transferring wealth tax-efficiently and effectively. Through conservative yet proactive investing, the firm can help clients protect on the downside and mitigate risk, while still responding and adjusting to market fluctuations or lifestyle changes.
Protecting a client’s financial assets and their family’s well-being through estate planning and insurance. The firm can help clients determine tax-efficient ways to leave a legacy and possible insurance routes, including life and long-term care options.
Guaranteed Retirement Income
Ensuring a client has enough money during their retirement years with sustainable income streams in place, even when markets go down. Through proper tax planning, the firm can help clients build a consistent income that lasts through their retirement and reduce unnecessary taxes.