We truly listen. We'll conduct an unbiased needs assessment and plan evaluation to recommend key strategies based on your interests and those of your employees.

We help tailor plan features, investment policies and service providers to best support plan goals, while always keeping costs in mind.

Comprehensive Program Design

We follow best practices to ensure our clients have the information they need to make informed decisions and meet fiduciary obligations.

We don’t just use tools to monitor plan services and investments. Our internal investment team is focused on finding opportunities to improve our client’s programs.


Understanding your Business and your Retirement Plan

Senior Man Working from Home

Sanford offers an unparalleled combination of plan expertise and wealth management. This combination creates attractive retirement planning opportunities for both the owners and their employees. 

Your business looks to you for leadership, and you have us...

We understand the commitment, resources, and time you have invested in your company and employees. Your retirement plan should reflect those sentiments. We are regularly providing our clients with resources and quality information on the markets, regulations, and topics that directly effect their businesses. 

Business Meeting

The Sanford Retirement Plan Team

is focused on providing independent, consultative services to small and medium-sized organizations. We want our clients to think of our team as an extension of their business — helping improve plan outcomes with a holistic approach, including customized plan design, investment selection and financial wellness education for participants.