Sandra Stevens is a seasoned Investment Advisor and Insurance Agent. For more than 20 years, Sandra adheres to the professional obligation to act on her clients’ behalf, always putting their interests first. She works closely with her clients to find out their concerns and help them achieve the security and success they deserve.

She began her career assisting public school employees plan their retirement. She has since touched the lives of many retirees, using guaranteed retirement strategies for their hard-earned retirement money. She understands the importance of safeguarding the fruits of their labor and ensuring a secure future with insurance products.

Her mission is simple: Providing clients a path to a risk-free retirement. Sandra believes that an informed client is an empowered client. She is a member of the American Network of Financial Education, which educates clients regarding retirement tax pitfalls, providing for catastrophic illness and longevity planning. Whether looking for assistance in navigating those concerns, or Medicare plan options or making sure you don’t run out of money in retirement, her expertise and resources equip her clients with the knowledge and tools needed to make confident, well-informed financial decisions.

Sandra has partnered with financial advisors, securities advisors, IRA/401K experts and advanced market experts.  Together with this team, we take a holistic approach to help you achieve your retirement goals.