Connecting Tax Planning and Financial Services for Comprehensive Guidance
Sandy Wealth Management, Inc. is an independent financial services firm working with small business owners, individuals, and families in Ocala, Florida and the surrounding Marion County area, including Dunnellon, Belleview, and The Villages. With more than 17 years of experience in the financial services industry, the firm’s founder and financial advisor, Richard Sandy, seeks to provide complete financial support to their clients and bridge the gap between tax and financial planning.
Many of the firm’s clients want to develop a long-term financial strategy and plan ahead for retirement, as well as address their concerns, including at what age they can retire, how and when to claim Social Security, and how they can create a consistent income stream that will last through retirement. As a financial advisor, Richard seeks to provide long-term financial and retirement planning strategies and help their clients navigate the complexities of asset management, tax planning, income planning, Social Security, and more.
By working with a select number of clients, Sandy Wealth Management strives to build long-term partnerships with each client, using a hands-on approach to financial guidance with a personal focus. The firm’s goal is to do everything in their power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their goals. Contact the firm today to learn more about their comprehensive investment strategies or to set up an appointment at their office in Ocala, Florida.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Is your estate in order? This short quiz may help you assess your overall strategy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the social impact of investing is just as important as the return, perhaps more important.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.