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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Knowing the rules may help you decide when to start benefits.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?