Sanddollar Wealth Management has various associations and relationships with other companies and professionals to provide our clients with comprehensive financial solutions. Our main affiliation is with LPL Financial, and through LPL we have access to a wide array of financial services companies. Because LPL offers no proprietary products and engages in no investment banking activities, we are able to provide independent investment recommendations that integrate a broad scope of investment products. When consulting on our clients' investments, Sanddollar Wealth Management has access to LPL's Financial and Estate Planning Group that consists of Certified Financial Planners, attorneys, and Certified Public Accountants.
As a firm we have utilized products from a wide variety of reputable companies. Over the years, though, we have formed close working relationships with certain financial services companies, and have a great degree of access to these companies' resources for our clients.
Sanddollar Wealth Management also forged relationships with non financial services companies and professionals to provide our clients holistic consulting services. Over many years we have established a network of professionals from the following fields to assist our clients with their financial planning:
- Estate Planning
- Elder Law Planning
- Accounting and Tax Planning
- Business Law
- Pensions and Third Party Administration
- Family Law
Our team consists of:
Our strategic network consists of:
- Debbie Sullivan, LTC, Sullivan Tax Services**
- Denise Cuddeback-Montgomery, Branch Manager, Finance of America Mortgage**
- Melinda Handy, CPA**
- Kirk Strohman, Attorney at Law, Strohman Ford Law**
*Not affiliated or endorsed by LPL Financial.
**Not affiliated with Sanddollar Wealth Management
Tax, legal, insurance and mortgage services offered by the providers listed above are separate from and not affiliated with, or endorsed by LPL Financial.