Our mission is to help our clients Sleep Well At Night by working to eliminate their financial and insurance anxieties through comprehensive planning solutions.
We Have Merged!
As of June 2023, The Sanders Agency officially merged with Golden Years Financial Advisors to form one unified entity. With The Sanders Agency’s valued expertise in the health and life insurance field joining forces with Golden Years Financial Advisor’s strengths in the advising field, we are poised to offer an even wider range of services to meet the evolving needs of our clients. Together, we will leverage our collective knowledge and experience to provide comprehensive insurance and financial advising solutions that empower individuals and families to protect their health and financial well-being.
As of June 2023, The Sanders Agency officially merged with Golden Years Financial Advisors to form one unified entity. With The Sanders Agency’s valued expertise in the health and life insurance field joining forces with Golden Years Financial Advisor’s strengths in the advising field, we are poised to offer an even wider range of services to meet the evolving needs of our clients. Together, we will leverage our collective knowledge and experience to provide comprehensive insurance and financial advising solutions that empower individuals and families to protect their health and financial well-being.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to our surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
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Insurance
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
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Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer.
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New Generation Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
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Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
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Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
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The S.W.A.N. Retirement
The Sleep-Well-At-Night Method for Retirement Investing.
In this informative guide, Kevin Anthony emphasizes the importance of planning for retirement rather than leaving it up to chance. With factors like inflation, market volatility, and fluctuating interest rates, having a comprehensive retirement plan becomes crucial. The SWAN method (which stands for Sleep-Well-At-Night) provides a sense of security by helping individuals create a solid retirement strategy.
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Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.