Business & Institutional Financial Management
Comprehensive Retirement Benefit Programs
Custom Retirement Plans using a variety of Qualified and Non-Qualified Plans
Understanding Your Business
We understand the commitment, time and resources you have invested in your company and employees. Your Retirement plan should reflect those sentiments. Sanford Advisory offers an unparalleled combination of plan design expertise and wealth management. This combination creates attractive retirement planning opportunities for both the owners and their employees.
Fully Engaged Retirement-Focused Team
Our team focuses solely on meeting the goals and objectives of our clients’ retirement plan programs. We can tailor an education program to create an effective communication tool in order to accommodate the diversity of our clients’ employees. Our team is experienced in specialty designs such as defined benefit plans, nonqualified plans, and ESOPs to meet the individual needs of our clients.
We provide an unbiased needs assessment and plan evaluation for clients and prospects. Having no proprietary products to sell or software obligations ensures our ability to recommend personalized investment choices, technologies and cost-effective solutions to our clients. We also look for any and every opportunity to improve the services provided to our clients such as non-discrimination testing compliance, plan design and fiduciary process support.