Broker Check

Sandy Wealth Management


How We Can Help

The Pursuit of Financial Independence

In order to pursue and reach financial objectives, one must have a plan they can set and monitor over the years, adjusting as the markets shift or situations in life change. However, without the right knowledge of the markets, it can be difficult to create appropriate strategies without the assistance of a financial advisor.

Sandy Wealth Management, Inc. is a financial services firm led by Richard Sandy, a financial advisor in Ocala, Florida. The firm seeks to help their clients identify appropriate financial and retirement goals and develop solutions that may help them pursue and reach them. They understand that each client’s needs and goals are unique and, as a result, they are dedicated to serving their clients as a trusted financial advisor, creating comprehensive investment strategies that fit the client’s circumstances and can grow with them over the years.

Many individuals and families aren’t armed with a plan because they don’t know where to start. From the first meeting, Sandy Wealth Management seeks to help clients understand how they can pursue their financial goals. Whether a client is concerned with not having enough money to last through retirement or has questions about reducing taxes, the firm can help.

Sandy Wealth Management is committed to assisting clients pursue their long-term retirement objectives. As a financial advisor specializing in comprehensive retirement and tax planning strategies, Richard can help objectively answer questions clients may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?

The firm’s goal is to help clients develop a financial roadmap and feel confident with their retirement strategy. By offering education and guidance from an experienced financial advisor, Sandy Wealth Management strives to help clients find financial independence.