Building Trust, Managing Wealth, Planning Futures
Sandhill Wealth Management creates effective, comprehensive wealth management plans. Clients can expect a completely personal experience when working with Sandhill. They will always have a strong line of one-on-one communication and planning with their advisors.
Our Wealth Management Process
Sandhill Wealth Management realizes that an effective, comprehensive wealth management plan can have a truly transformative effect on a person’s financial situation. In addition to making a complete assessment of a client’s entire situation, the right wealth plan begins formulating and implementing a uniquely-devised group of strategies. It’s also essential that on any plan once put into action, allows for regular review and updating of all the client’s financial goals.
Evaluating a Client’s Current Financial Situation
Creating a Goal-Oriented Plan and Educating Clients
Managing Assets
Developing Tax Strategies
Addressing Risk Management
Reviewing Goals and Analyzing Investments
Wealth Management Resources
Retirement Savings Accounts
401k, Roth 401k, 403b
In general, to get a clear understanding of retirement savings accounts and how they work, it’s helpful to look at the nine basic types of arrangements.
Retirement Savings Accounts
Solo 401k
The list of these terrific benefits includes employer sponsored-paid benefit plans like vacation pay and retirement investment opportunities.
Educational Savings Account
By definition, these “qualified tuition plans,” are flexible, tax-advantaged accounts.
IRAs
Traditional, Roth, Inherited
For those of us who are now seeing reality, there are plenty of savings/investment options available to help us put aside savings for our twilight years.
Retirement Savings Accounts
SEP IRA
These type of tax-deferred investment option has been offered as an alternative to the 401k investment option that many people can get through their employers.
Health Savings Account
Whether you need to access money from the account tomorrow or in 10 years, it will be there for you without penalty in most circumstances.
Education accounts
College Savings Plan – 529
This particular plan sets aside money whenever possible throughout your income-generating years with ample tax advantages so that you have the proper funds available for your children when they are ready to leave for college or university.
IRAS
Simple IRAs
Employers can now offer their employees a variety of retirement savings options to help them plan for their retirement.
