Sandy’s primary goal is to educate her clients so they can protect their independence, assets, and peace of mind. She has been providing consulting advice for annuities and long-term care insurance for 18+ years and is a licensed insurance agent in Florida.
Sandy’s straight-forward approach allows clients to choose from a variety of customized long-term care plans and innovative insurance solutions that fit their needs. She is a graduate of Florida State University and Georgia State University. Sandy obtained her Master’s Degree in Education and was a former teacher with the Atlanta Board of Education and Duval County School System. She also earned her GRI (Graduate, Realtor® Institute) designation as a Florida Realtor® and often lectures at the university level.
If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide:
Simply call 904-232-8760 or complete the form below to request your complimentary portfolio X-ray.