Sanders Retirement Planning
Sanders Retirement Planning is a fee-only, fiduciary firm dedicated to helping pre-retirees and retirees simplify complex financial decisions. We provide objective, educational guidance designed to help clients build a clear path toward their retirement goals.
Our core services include:
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Retirement Income Planning: Developing distribution and withdrawal strategies designed to support retirement longevity.
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Investment Management: Managing portfolios tailored to balance risk and growth objectives during the retirement years.
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Retirement Transition Planning: Navigating the shift from work to retirement, including 401(k) decisions and pension options.
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Tax, Medicare & Social Security Coordination: Integrating Medicare choices and Social Security claiming strategies with forward-looking, tax-conscious planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.