Servicing California Educators, Public School Employees and Their Families For Over 30 Years!
We help people, businesses and institutions understand their pension program while building, preserving and managing wealth, retirement plans and life insurance so they can pursue their personal goals.
When it comes to life insurance, everyone has a different need. Coverage comes in multiple forms which can be tailored to your specific needs.
Term, Whole Life, IUL coverage and Long Term Care.
Fixed Index Annuities offer the best of both worlds; protection of premium and potential for stock market-linked growth with no risk of loss of principal.
403(b), 401k, IRA, Roth IRA and 457b plans.
Lunch n' Learn/ Staff Presentation
Working with CalSTRS, CalPERS and Social Security members to bring understanding to their pension and savings portfolio through an informative presentation. Schedule one of our experts to speak at your next faculty meeting!
What We Do
Garvey School District
"I have been a client of Sandstrom & Associates for over 25 years. There is no agency I trust more with my supplemental savings 403(b) and IRA. Garvey School District is grateful for the informative staff presentations regarding the state pension. I highly recommend Sandstrom & Associates to host your district professional development meetings to discuss the the pension and retirement plans!"
FOUNDER & CEO