Financial Professionals Helping Clients Navigate Retirement Planning
Our Financial Services
Our mission is to not only get our clients to retirement, but also through retirement based upon their personal needs, hopes and dreams. Our process is transparent, considering innovative financial strategies to achieve financial independence.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At Sandman Wealth Management, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Oklahomans. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Oklahoma and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Dream/Do
Everyone is always dreaming and doing. But Dream/Do is about finding balance for you and helping you feel empowered to dream it and do it in those moments.
New Generation
Retirement
This brochure outlines our 5-step process that incorporates three principles of success: fiduciary/stewardship, transparency and technology.
Request Your Brochure
Color of Money
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences.
