Wherever you are in your life cycle, we have a solution to help you attain your goals.

First Job

• Begin Funding a Retirement Account
• 401(k)/ IRA
• Establishing Credit

Getting Married

• Purchase First Home
• Purchase Disability Insurance
• Diversify Your Portfolio

New Child

• Develop a College Savings Plan
• Purchase Life Insurance
• Establish Basic Estate Plan

Changing Jobs/Divorce/Remarry

• Consolidate 401(k) Assets from Previous spacerspacerEmployers into a Rollover IRA
• Mortgage Refinance/New Mortgage
• Update Will/Trust/Power of Attorney

Retiring Parents/Parent Care

• Explore Assisted Living Options
• Create a Comprehensive Estate Plan
• Insure Retirement Income

Planning for your Retirement/

Kids Leave for College

• Develop a Retirement Plan
• Finance College Education
• Diversify Your Portfolio

Legacy Planning

• Transfer of Assets to Beneficiaries
• Purchase Second Home
• Diversify Your Portfolio

Early Retirement

• Utilize Advanced Estate Planning Techniques
• Establish Retirement Income Distribution spacerStrategy
• Explore Charitable Giving Options

Late Retirement

• Update Will/Estate Plan
• Start Taking IRA Required Minimum spacerDistributions at 70 1/2
• Manage Medical Expenses
• Make Assisted Living Arrangements





Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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