Personal Financial Planning 

Our responsibility is to be your professional advisor and advocate. We understand that every client's financial situation is unique.  We approach financial management by developing a personalized comprehensive financial plan.  This approach is important in allowing the plan to be maintained through the inevitable bumps life will bring. We are conservative in our investment and planning approach


Select each topic below to learn more about our process.






Portfolio Analysis & Construction

Estate Planning

Retirement Planning


Tax Planning

*Raymond James does not provide any tax advice.

Creating life-long client relationships.

Todd Sanford, CFP™


What differentiates us from other advisors?

Scott Williams, CFP™


Office Hours


Monday - Friday

8:30am to 5:00pm

Contact Us

Phone: 269.488.6900   

Fax: 269.488.6100


To Learn more about this investment professional, visit FINRA's Brokercheck

© 2019 by Sanford Financial Services

The Sanford Center at Western Michigan University is not affiliated with or is not endorsed by Raymond James Financial Services. 

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Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. / Investment advisory services offered through Raymond James Financial Services Advisors, Inc and Sanford Advisory Services. Sanford Financial Services and Sanford Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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