The Sanford Financial Services team offers a wide variety of financial services to our clients through our relationship with our broker dealer, Raymond James. Each member of our team brings a specialized background of financial expertise to better serve your needs. This diversity and expertise allows us to properly advise you or your business on most any situation you may encounter. Some areas of expertise are as follows:

Investment Management
Retirement Planning
Corporate Retirement Plans
Stock Option Strategies
College Planning
Complimentary Trust Reviews
Life, Long Term Care and
Disability Insurance
401k Rollovers
Estate & Wealth Transfer Preparation
Debt Restructuring
Risk/Liability Reduction Strategies