Business & Institutional Financial Management

Comprehensive Retirement Benefit Programs

Custom Retirement Plans using a variety of Qualified and Non-Qualified Plans

Custom Education


Investment Polices

Understanding Your Business

We understand the commitment, time and resources you have invested in your company and employees.  Your Retirement plan should reflect those sentiments.  Sanford Advisory Services offers an unparalleled combination of plan design expertise and wealth management.  This combination creates attractive retirement planning opportunities for both the owners and their employees. 


Fully Engaged Retirement-Focused Team


Our team focuses solely on meeting the goals and objectives of our clients’ retirement plan programs. We can tailor an education program to create an effective communication tool in order to accommodate the diversity of our clients’ employees. The SAS team is experienced in specialty designs such as defined benefit plans, nonqualified plans, and ESOPs to meet the individual needs of our clients.

Independent Consultants

We provide an unbiased needs assessment and plan evaluation for clients and prospects. Having no proprietary products to sell or software obligations ensures our ability to recommend personalized investment choices, technologies and cost-effective solutions to our clients. We also look for any and every opportunity to improve the services provided to our clients such as non-discrimination testing compliance, plan design and fiduciary process support.

Check our background on FINRA's BrokerCheck.  


Brent, a Financial Advisor and Partner of the firm, explains our passion for the retirement plans.

Jane, a Financial Advisor and  Director of Retirement Plans of the firm, explains educational value for the employees & business Owners.

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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