Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Sanford Lea & Associates is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Contact Us
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Building Your Legacy
A four-step framework for building a personal legacy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The true cost of raising a child may be far more than you expect.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.