Chet L Saunders
Welcome to Saunders Financial Group. For over 27 years I have been assisting clients with their financial plans. I specialize in the areas of investment planning and life insurance planning, specifically IRAs, Roth IRAs and 401k's as well as life insurance. I would be happy to meet with you to discuss your financial needs. It's been my experience that it is best to meet one-on-one to better understand your specific goals and objectives; and as an independent advisor, I have the support of a team of quality companies that assist in the planning necessary to meet your needs. Being independent also means I work for you, my client, and not a specific company. Something I have always felt is very important.
No matter when I update this I can still say the same thing and that is that the markets continue to be a volatile and a seemingly unpredictable place to invest. However, they have been rewarding in many areas over the past few years. And of course there is always an abundance of information available, the problem is determining what is best and what is reliable and pertinent for your particular strategy. Which is why I feel it's important to have someone that you can trust and depend on to assist you and your family, or your company through this maze of information. Someone that is on your side. I am always available by phone, email or face-to-face meetings to discuss any concerns or thoughts you may have. So send me a note if you would like to meet and see what goals we can accomplish together.
Thank you for visiting the website. Any comments or suggestions are greatly appreciated, and please feel free to refer anyone to the website.
Your interest is greatly appreciated. Thank you again,
Chet L. Saunders
Investment Advisor Representative
SagePoint Financial Inc.
Newsletters
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.