Managing your wealth consists of many different aspects, which vary to your specific needs as a client. Sandvold Financial Group will provide insight into general economy and current market trends to balance the risk and reward in your portfolio. Important aspects we consider when working on individualized plans include diversification, active management, identifying time horizons, and risk tolerance.
- Investment Management: Analyzing your individual financial position to determine the proper mutual funds, stocks, ETF’s or bonds that would best benefit your portfolio.
- College Planning: With increasing college costs, there are many different funding options available. We can help analyze which option would best fit your financial situation.
- Cash Flow Analysis