Sanddollar Wealth Management is an investment and retirement planning firm that aims to help people invest with confidence. We provide comprehensive financial planning through LPL Financial, emphasizing both growth and risk management. We design strategies and manage client investment portfolios with the aim of creating and preserving wealth for our clients.
Sanddollar Wealth Management represents the evolution of an investment and retirement planning firm founded by Melba Detlefsen and the late Riaan Nel in 2003. Jeff Savage, CFP(R), RICP(R) joined the firm in 2009 and was joined by Caryn Kimble, AIF(R) in 2016. The firm's investment philosophy is asset protection while seeking growth as symbolized by the sand dollar within our logo.
Sanddollar Wealth Management represents the evolution of an investment and retirement planning firm founded by Melba Detlefsen and the late Riaan Nel in 2003. Jeff Savage, CFP(R), RICP(R) joined the firm in 2009 and was joined by Caryn Kimble, AIF(R) in 2016. The firm's investment philosophy is asset protection while seeking growth as symbolized by the sand dollar within our logo.
Services
Events of financial abuse, and specifically the scamming of unsuspecting and trusting older persons with dementia, occur too frequently. Such occurrences will reduce or even eliminate the life savings of unsuspecting elders. Those with dementia are at even greater risk of financial abuse than the general population.
Jeff was born and raised in southern Colorado. While he considers clients more interesting than himself, a bit of background may help explain why he likes this profession. His late father's family line was comprised of ranchers, farmers, and miners, among other vocations. His mother's line is filled with mathematicians, physicists, economists, and engineers - including his older brother.
We all hope to live retirement on terms we set, but unless you have a well-thought-out strategy in place, you could fall short. We'll create a step-by-step plan to get you the financial resources you need to live the retirement you want. Retirement is the most common reason people go to see a financial advisor, and it is a good one!
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. Increased longevity and medical advances mean it's increasingly likely that people who are retiring today could spend 30 years or more living in retirement. Designing an efficient and resilient income plan is a highly individualized and sometimes complex process.
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