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
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Life insurance proceeds are generally tax-free. But not in all cases.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here are 5 reason why you may consider working through retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.