01. About Us

Since 1986, we have assisted our clients with a differentiated approach to Wealth Management, Retirement Planning and Insurance Solutions.

02. Sandvold Mission

At Sandvold Financial Group our mission is to provide strategies that allow you to focus on what is most important in life.

03. Our Process

As an independent financial organization, we conduct our own investment research, portfolio implementation and develop individualized plans for our clients.

Our Planning Process

 

Introductory Meeting

 

Planning Development

 

Presenting Recommendations

 

Partnership

 

Evolving Your Plan

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Our Services

 

Wealth Management

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.
 

Retirement Planning

Today’s technology allows people to live longer healthier lives; As a result, preparing financially for the future has never been more important. Financial stability, travel, and income security are important aspects for living a life that you enjoy.
 

Insurance Design

Planning for the unexpected is an important aspect for your financial future. Sandvold Financial Group, being an independent financial services group, is able to analyze many different insurance carriers to provide you with the best option for your individual needs.
 

Business Services

If you are a business owner, there are special considerations to take to protect yourself and your business while building for the future. We are happy to offer services in these areas.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

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Blogs

Sandvold Financial Group |
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed. Thus, we have brought together some of our favorite benefits of saving early, and how it can set you up for success.
Blake Sandvold |
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With the unfortunate times that have been thrust upon many this year, many jobs have been lost this year, with many concerned about their future employment status. When this happens many are left wondering what to do.
Sandvold Financial Group |
More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you save, the reality is that health issues, company downsizing, a worldwide pandemic, or simply personal preference may put you face to face with an...