A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. By taking the time to understand what is important to you and your family, we strive to create a plan that aligns all aspects of your life.
A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning.At Sandvold Financial Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.
A financial plan must reflect the stage of life you are in, whether you are purchasing a home, financing a college education, or planning for retirement, each stage of your life requires particular considerations and planning.At Sandvold Financial Group, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals.
Services
Our Philosophy
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IN A WORLD THAT FAVORS IMMEDIACY, we find it important to take a longer-term approach to analyze the way the world is changing. As we have seen many times over our firm's history, true change can take time, however it can present powerful opportunities. Our approach is to find the true underlying reasons as to why society is going through change and analyze the investment opportunities that these changes bring.
Our Team
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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
The Planning Process
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The first step of the planning process is for us to introduce ourselves to you! We want to make sure we are a good fit for each other so we start by telling you about our firm, discuss what brought you to see us in the first place, and how we think about the market. We will go over your objectives and priorities so that we can begin to strategize with you how to achieve your goals.
Wealth Management
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We are an independent group, which means we are not bound to specific products or investments. We are able to shop the marketplace to ensure that your assets are managed to best fit your lifestyle and objectives. Our research team is dedicated to understanding market trends and economic shifts so that we can best position your assets.
Retirement Planning
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One of the biggest concerns retirees have is whether or not their assets will last them through their retirement years. We provide an in-depth and comprehensive analysis of your assets so you can get an idea of what your future may look like. We also use this tool to strategize income distributions, asset allocation, risk considerations, and large future expenses.
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