Capital Protection & Retirement Income Planning
I help individuals protect capital and create predictable lifetime income when financial decisions carry long-term consequences.
I work with private clients, public school employees and those receiving inheritances or settlements.
Eddie Sandstrom, CRES
Certified Retirement Education Specialist
Listed on 403bcompare.com (CA state-sponsored)
When This Work Matters Most
This work is most relevant during periods of transition—when financial decisions feel heavier, irreversible, or emotionally charged.
Common situations include:
- Approaching or entering retirement
- Recently leaving employment and holding rollover assets
- Navigating life after the loss of a spouse
- Holding significant cash and seeking long-term income stability
In these moments, clarity and predictability often matter more than performance.
Who I Work With
I work with individuals who have accumulated meaningful assets and want protection, predictability, and structure alongside growth.
This includes:
- Public school employees and administrators
- Business owners and professionals
- Individuals navigating retirement, inheritance, or liquidity events
What I Do
My work centers on designing defensive financial strategies intended to protect principal, reduce downside exposure, and create reliable lifetime income.
- Fixed and indexed annuities.
- Pension and income-supplement strategies
- Rollover and repositioning analysis
- Long-term capital protection planning
This is not investment management. This is risk management and income certainty.
Schedule a Review
Select a zoom or phone review where you can ask your questions and review your particulars
Retirement Planning for Public School Employees
Hawthorne School District
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.
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.
Contact Me
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