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2410 Long Ridge Road
Stamford, CT 06903-1633

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Eli M. Sandler

(203) 595-0600
Eli@SandlerFG.com

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination Consider These 3 Things Before Driving Off the Lot

Planning Your Financial Future

Whether you’re facing retirement and planning your Social Security benefit claiming strategy—saving for retirement, college savings, an estate strategy, looking to establish or review your business retirement plan—our personalized service focuses on your needs, wants, financial goals and objectives. 

We can help you address your most pressing money questions.

      ♦       When should I claim my Social Security benefits?
      ♦       Can I retire early & will I have enough income?
      ♦       What is the best retirement plan for my business?
      ♦       Are my investments working hard enough?
      ♦       What’s the best approach for college savings?
      ♦       What are the elements of a sound estate strategy?
      ♦       Do I have enough life insurance for my family?

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

To help you be better informed about personal finance our site is filled with educational videos, articles, presentations, and calculators. Just pick a topic in our Learning Center.  And, come back often, as we add new content frequently. As you browse our website, feel free to send us a note with any questions you may have about any investment concept or topic. We'll get back to you quickly with a thoughtful answer. 

We look forward to working with you through all stages of your life.  It’s easy to get started--just call (203) 595-0600, and let’s talk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Have you explored all your options when it comes to managing your taxable income?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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