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
Founder and CEO, Financial Advisor
CIO, Financial Advisor
Financial Advisor
Financial Advisor, Head of Operations
Financial Advisor
Financial Advisor
Financial Paraplanner
Lead Customer Service Representative
Customer Service Representative
Customer Service Representative
Marketing Director & Executive Assistant
Receptionist
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Coming into a New Year, many create great New Year’s Resolutions, this year in conversations I have heard more resolutions than ever in the past! It is unfortunate to see studies show that as many as 80% of these resolutions fail and many do by February.
