I’m passionate about helping people PROTECT AND PRESERVE THEIR INCOMES from:
Losing money by debt financing
Losses in an unpredictable stock market
Higher future taxes
The rising cost of college
For more than a decade I’ve watched people let money leave their checkbook unknowingly and unnecessarily. Unknowingly because we did not know of an alternative. Unnecessarily because there are better alternatives.
My journey was to educate myself to become THE expert in little-known ways to alleviate these client concerns which help them sleep better at night.
I work with INDIVIDUALS and BUSINESSES CONCERNED ABOUT:
► LOSING MONEY IN THE STOCK MARKET especially just before retirement, like so many experienced in the 2008/2009 “Great Recession.”
► HIGHER FUTURE TAX RATES (currently at a historical low!), resulting in LESS money for our retirement, which runs out SOONER than planned.
► NOT HAVING ACCESS TO TAX FREE CASH IN OUR RETIREMENT ACCOUNTS.
► ADULTS 59 YEARS OF AGE OR OLDER PAYING MORE IN TAXES THEN PLANNED.
► PAYING FOR COLLEGE WITHOUT SACRIFICING RETIREMENT PLANS OR SAVINGS DOLLARS.
► BUSINESS OWNERS who think they’re paying more than their fair share of taxes. I can help save up to 90% on taxes.
If you’re interested in how others, just like you, have protected and preserved their lifestyle from: paying interest fees, an unpredictable stock market, higher future tax rates, or the rising cost of college, or want me to speak at an event, email me at:
Personal and Professional
40 Year Resident of Danville, CA
Bachelor of Science, Business, University of Arizona
Certified College Funding Specialist, ACCFS
Member of National Ethics Association
I have been in the financial services business for more than 30 years and I have seen many types of plans and I can say with confidence that Edward’s plan designs are the best.
No one puts the amount of time and effort to produce outcomes his clients are seeking.
If his clients ever knew the effort Edward puts into taking care of them they would understand how lucky they are to have him on their side…
When I met Edward it was clear he was a longer term thinker than most other types of advisers I have met. He listened to my objectives, asked questions and gave me choices which convinced me he was looking out for my best interests.
His plan design was extremely complete, flexible, easy to understand and on target to my objectives. Whenever I need information he responds very promptly with explanations so I can easily make decisions. There is no question he was a great choice to help me with my plans….
Edward Sanders has solutions to some very commonly overlooked future tax obligations. Depending on the individual or business owner he is able to tailor a custom plan based on your needs. His tax saving strategies will help us, retire with fewer taxes, fund a business venture or pay for a college education. Thank you Edward for putting together another vehicle that will save my wife and I in future taxes…
