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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.

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Helpful Content

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

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How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

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Even low inflation rates can pose a threat to investment returns.

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If you died, what would happen to your email archives, social profiles and online accounts?

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When should you take your Social Security benefit?

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Taking your Social Security benefits at the right time may help maximize your benefit.

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