Empowering individuals to secure their financial future
Clarity. Strategy. Protection.
I help retirees, wealth recipients and public school employees structure wealth for retirement income that lasts.
Eddie Sandstrom, CRES
Certified Retirement Education Specialist
Listed on 403bcompare.com (CA state-sponsored)
Book your private strategy session and let’s build something you can count on
Services
Recipients
Advantage Planning
income for life
What I Do
- Turn 403(b) plans into dependable retirement income built on protection and growth potential.
- Structure sudden wealth into long term, tax-efficient plans that protect and perform.
- Simplify RMDs and eliminate costly surprises — so retirees can plan with confidence.
- Establish income strategies designed to last a lifetime — and remove the fear of running out.
- Build tax-free legacy plans using life insurance to protect family wealth with precision.
- Protect assets, reduce tax liability, and move forward with clarity.
- I’m a Certified Retirement Education Specialist (CRES), listed on the CA state-sponsored 403bcompare.com with National Life Group.
- Member of NTSA and the American Retirement Association.
Testimonials
Eddie is very
knowledgeable and is an excellent communicator. He made us feel
comfortable asking basic questions, as we are still in the fact-finding
stage of retirement planning.
Truly Life-Changing Support!
I can’t speak highly
enough of my experience with Eddie sandstorm . Their expert guidance
has made a significant difference in my financial life. Thanks to their
deep knowledge of the market and personalized strategies, I’ve not only
increased my investments but also gained the confidence that my
investments are in the right place.
What sets them apart is their
ability to truly listen and understand my goals, then tailor a clear,
smart plan that works for me. They are always proactive, keeping me
informed and ahead of market changes. I finally feel like my money is
working for me, and I’m no longer stressed about my financial future.
If
you’re looking for someone honest, strategic, and truly committed to
your financial success, I highly recommend Eddie. They’ve helped me grow
my wealth and stay on the right track—and I couldn’t be more grateful.
Truly Life-Changing Support!
I can’t speak highly enough of my
experience with Eddie sandstorm . Their expert guidance has made a
significant difference in my financial life. Thanks to their deep
knowledge of the market and personalized strategies, I’ve not only
increased my investments but also gained the confidence that my
investments are in the right place.
What sets them apart is their
ability to truly listen and understand my goals, then tailor a clear,
smart plan that works for me. They are always proactive, keeping me
informed and ahead of market changes. I finally feel like my money is
working for me, and I’m no longer stressed about my financial future.
If
you’re looking for someone honest, strategic, and truly committed to
your financial success, I highly recommend Eddie. They’ve helped me grow
my wealth and stay on the right track—and I couldn’t be more grateful.
Experience was easy and smooth sailing. Everything was
explained throughly and the associate made sure that I understood the
process.
Sandstrom associates are very prompt and dedicated with their services
Kudos to them!!
Eddie is very professional and helpful! He answered
all of my questions and worked hard to get everything done in a timely
manner. He is a great asset to this company!
"It is a pleasure to work with Sandstrom & Associates. They made the pension easy to understand for myself and our staff. Thanks to S&A, my 403(b) has earned great interest and was protected through the crash of 2008 and 2020! I give an A+ for knowledge and service."
Yes, Eddie was very helpful by explaining things to me and making sure I can understand what it all means for my situation.
Mr. Sandstrom was a big help.
The real shift happens when we focus on the people holding our schools
together. When educators and staff are supported with clarity, care, and access to real solutions; big changes follow.
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