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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  952-544-2837