What does a successful retirement mean to you?

We’re here to listen and pave a path to the life you want to live.

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Meet Samander Financial Group

No two retirements are alike, and no two retirement strategies should be, either. We tailor our guidance to your specific needs. Whether you’re looking for someone to review your current financial outlook or craft a retirement income plan designed to last the next 30-plus years, we have the experience and knowledge to guide you. You don’t have to go it alone.

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We offer services in

These Three Areas:

  • Retirement Income Strategies
  • Annuities
  • Asset Preservation Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:
Estate Planning | Trusts | Probate | Charitable Giving | Tax Planning

Get your instant download!

Do You Believe These 5 Annuity Myths?

In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.

  • Annuities are too complicated to understand.

  • Savings are enough - why an annuity?

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Get started in

3 Easy Steps

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    Discover

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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    Evaluate

    Using our process, we’ll examine your current financial situation and determine your retirement needs.

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    Plan

    Receive a custom strategy to help you reach your unique retirement goals.

A successful retirement has nothing to do with your rate of return. Find something you are passionate about. Do things you enjoy with the people you love. Take care of your health, get outside, love on your grandchildren.

You can’t take any money with you when you are gone. You only have one retirement, so don’t spend it worried or in a negative state.”

– Josh Samander, president of Samander Financial Group

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