WE BUILT OUR BUSINESS FOR ONE SIMPLE PURPOSE – TO PROVIDE YOU THE FREEDOM AND ABILITY TO PURSUE YOUR FAMILY’S LIFETIME GOALS.
TRANSPARENT
Our compensation is disclosed in writing and provided to clients every quarter. At Sandifer Wealth Management we feel it is important for every client to understand how we are compensated.
INDEPENDENT
As an independent Registered Investment Advisor, we are free to recommend any investment which we feel meets our clients investment goals. Unlike many national firms, we are not required to use in-house proprietary investments.
TEAM APPROACH
We take a team approach to working with clients. Instead of working with an individual advisor, clients of Sandifer Wealth Management benefit from a team of experienced professionals working to help them achieve their goals.
TRANSPARENT
Our compensation is disclosed in writing and provided to clients every quarter. At Sandifer Wealth Management we feel it is important for every client to understand how we are compensated.
INDEPENDENT
As an independent Registered Investment Advisor, we are free to recommend any investment which we feel meets our clients investment goals. Unlike many national firms, we are not required to use in-house proprietary investments.
TEAM APPROACH
We take a team approach to working with clients. Instead of working with an individual advisor, clients of Sandifer Wealth Management benefit from a team of experienced professionals working to help them achieve their goals.
OUR TEAM
OUR SERVICES
OUR PROCESS
BUILDING A FINANCIAL PLAN UNIQUELY PERSONALIZED FOR YOU
Our 5-step process provides us with a disciplined approach
for moving toward your goals and objectives.
Strategic Wealth Management Process
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DISCOVERY
This is our opportunity to discover what is financially and personally important to you. We will address your values, goals, relationships and interests and review your existing assets and liabilities. You will also have the chance to learn about how we help our clients gain financial peace of mind and then determine if your needs and our services are a good fit.
INVESTMENT PLANNING MEETING
Based on the information reviewed at the discovery meeting, we will present an investment plan based on your needs, wants and investment experience. The plan will be designed based on your tax profile as well as your personal tolerance for risk. All fees and expenses will be transparent so you will be fully informed.
MUTUAL COMMITMENT MEETING
After you have had the opportunity to review the investment plan, we will get back together to initiate the implementation of your investment plan. At this meeting, we will establish your new accounts, deposit funds and transfer assets. In addition, we will establish your online access to all of your accounts. We will also address proper account titling as well as beneficiary designations.
ORGANIZATIONAL MEETING
This is a very important time to organize all of the information that you will have received over the past 45 days. We will ensure your tax professional has the necessary information to prepare tax projections and returns.
PROGRESS AND UPDATE MEETINGS
This is possibly the most important service you will receive. It includes following through on your Investment Plan, measuring your progress and adjusting the plan as your financial picture changes. In addition, at your first progress meeting, we will begin to develop your plan. We will look at legal, tax and inheritance goals as well as how to best fund charitable contributions you may want to make. Due to the comprehensive nature of the Stategic Wealth Management Plan we will develop for you, we will also address the need to contact your other professional advisors such as your attorney and accountant.
FAQ
WHAT DOES FIDUCIARY MEAN?
ARE THERE ANY FEES FOR AN INITIAL MEETING?
WHERE ARE YOU LOCATED?
HOW WILL YOU COMMUNICATE WITH ME?
HOW ARE YOU DIFFERENT FROM OTHER FINANCIAL ADVISORS?
We employ a team approach and have a legal responsibility to act as a fiduciary to all clients. Our fee-only structure differentiates us from the typical brokerage firm and puts us on the same side of the table as our clients.
DISCOVERY
This is our opportunity to discover what is financially and personally important to you. We will address your values, goals, relationships and interests and review your existing assets and liabilities. You will also have the chance to learn about how we help our clients gain financial peace of mind and then determine if your needs and our services are a good fit.
INVESTMENT PLANNING MEETING
Based on the information reviewed at the discovery meeting, we will present an investment plan based on your needs, wants and investment experience. The plan will be designed based on your tax profile as well as your personal tolerance for risk. All fees and expenses will be transparent so you will be fully informed.
MUTUAL COMMITMENT MEETING
After you have had the opportunity to review the investment plan, we will get back together to initiate the implementation of your investment plan. At this meeting, we will establish your new accounts, deposit funds and transfer assets. In addition, we will establish your online access to all of your accounts. We will also address proper account titling as well as beneficiary designations.
CONTACT
ADDRESS: 3615 Old Shell Road
Mobile, Alabama 36608
TEL: 251-340-1984
EMAIL: