Dedicated to Providing Personalized Service and Custom Strategies
As planning for retirement become more complex, working with a financial advisor one can trust is more important than ever. Many people want to plan for retirement, but don’t know where to start. Working with an experienced financial advisor may provide a higher level of confidence as one approaches retirement and other milestones. Based in Ocala, Florida, the firm’s founder and financial advisor, Richard Sandy, works with individuals, families, and small businesses throughout his local community and in the greater Marion County.
With a commitment to providing impeccable service, Sandy Wealth Management, Inc. seeks to build long-term partnerships with his clients. By providing objective advice and honest recommendations, they can help their clients’ develop strategies that may help them pursue their vision of a successful retirement. They are committed to putting the client first. The following are just a few ways they seek to offer clients a unique experience:
Sandy Wealth Management is committed to providing personal service to their clients and seeks to build long-term relationships built on trust.
Richard Sandy is an independent financial advisor supported by broker-dealer Cetera Financial Specialists. The firm’s independent business model ensures they have the autonomy and discretion to put the client at the center of all investment strategies and business decisions. Without any proprietary products, quotas to meet, or conflicts of interest, the firm provides their clients with objective, unbiased advice and strategies designed for their unique situation and needs.
Tax and Retirement Planning Connected
With nearly two decades of experience in the tax and accounting business as well as the financial services industry, Richard has the knowledge, experience, and resources to offer complete financial support as a financial advisor, including both tax and retirement planning strategies.
A Holistic Approach
From the first meeting, Sandy Wealth Management listens to clients’ goals and dreams, crafting a strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, they seek to develop comprehensive strategies that grow with clients through the financial stages of life and retirement.