Welcome to Sandos Financial

We are here to help you gain a better understanding of Retirement Income and Estate Planning strategies.  We specialize in creating customized Retirement Income and Legacy Financial Plans by Maximizing Social Security and structuring assets to last a lifetime or longer.

When structured properly our Strategies can help retirees get more out of their benefits, save money by reducing or eliminating taxes and/or efficiently transfer more wealth to their beneficiaries on a tax favored basis. We can help you implement these strategies by providing fact finding tools, automated calculators, case design and products that make it easy to realize a savings.

Please watch the Elite Access Educational video below and let us know if you would like to learn more.

 

 

 

Securities and Investment Advice Offered Through Capital Financial Services, Inc. Broker/Dealer Investment Advisor Member FINRA/SIPC