Logan Sanders (CFP®)

Planning Specialties

At Sanders Retirement Planning, we specialize in helping individuals and couples navigate the critical transition into and through retirement. Based in the Omaha-metro area, we partner with pre-retirees and retirees both locally and virtually across the country. Because retirement brings a new set of financial opportunities and decisions, we believe working with a dedicated specialist makes a meaningful difference. Our comprehensive planning process integrates the core elements of retirement into a single, cohesive roadmap: Key Areas of Expertise: • Retirement Income Planning: We use personalized guardrails designed to support your lifestyle today while helping your money last. We help you untangle complex choices surrounding Social Security timing, pension optimization, and portfolio withdrawal strategies. • Investment Alignment & Management: Your portfolio should map directly to your unique retirement timeline and tolerance for risk. We focus on matching your risk capacity with a thoughtful investment mix, emphasizing low-cost asset allocation and disciplined portfolio rebalancing. • Long-Term Tax Efficiency: We don't just look at this year's tax return; we focus on multi-year tax planning. We actively evaluate opportunities for strategic asset location, Roth conversion strategies, and minimizing the lifetime tax drag on your retirement distributions. • Risk Management & Estate Coordination: We review your insurance and long-term care exposure to identify potential gaps, and we coordinate directly with legal professionals to help align your legacy with your values. We provide steady, specialized guidance through an ongoing partnership designed to help you navigate these complex decisions with clarity and retire with confidence.