Financial Services

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Retirement Planning

Sandman Financial uses a five-step system to help you analyze your retirement needs. Asset maximization, legacy planning, taxes, lifestyle, and health all play a role to customize the strategy needed for your retirement.

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Social Security

There’s more to Social Security than just applying for the benefit you’re entitled to, based upon your work history. When is the best time to start getting your benefit? We make Social Security planning an integral part of your retirement planning discussion.

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Life Insurance

Life Insurance options cover far more than death benefits. The industry has evolved to include topics such as Long Term Care, Tax Considerations and Cash Growth options. A Customize Life Insurance review provides options to protect your unique needs.