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.