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