Jose Sanchez (CFP®, RICP®)

Jose Sanchez focuses in the
following client markets or areas of practice:

Annuities

Baby Boomers

College/Education Planning

Estate & Generational Planning Issues

Federal Employees

Financial Psychology/Coaching

Planning Specialties

Flat-Fee Financial Planning>/p>

Fee-only Financial Planning

Hourly Financial Planning

Additional Information

It is an honor to be a CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement planning for individuals who are sandwiched between aging parents and growing kids. I get it! I have 3 demanding kids and parents who deserve our love and care. I am empathetic in planning for individuals whose parents have been diagnosed with Alzheimer's disease.

I have enjoyed sharing free resources through my website https://josevsanchez.com/free-resources

I also launched the podcast Bad Ass Retirement! Yeah, I know it sounds edgy but it is resourceful with great planning tips and resources. https://badassretirement.buzzsprout.com/