Eddie Sandstrom, CRES

Certified Retirement Education Specialist

National Producer Number: 19062121

View me on 403bcompare.com, sponsored by CalSTRS, as a listed 403(b) agent

Empowering individuals to secure their financial future.  

My Mission Statement

As a Certified Retirement Education Specialist (CRES), I primarily help public school district employees, private sector clients and business owners navigate many options to secure their financial future. Request a review today and get an in-depth look into your income and insurance options. 

Services

Retirement Income Strategies
• Maximize your state pension and social security benefits
• Maximize your 403(b), 457(b), IRA, Roth IRA and/or 401k plan
• Guaranteed Lifetime Income Options
Retirement Income Strategies
Workshops for educators
• Pension Education Seminars
• Roadmap to retirement
• Financial literacy 101
• Rescue your 403(b) or IRA
• School event sponsorships

Workshops for educators
Tax Planning Strategies
• Explore ways to reduce tax liability
• Tax deferred options
• Tax advantaged options
• Roth IRA conversions
Tax Planning Strategies
Life Insurance Planning
• Long term care planning
• Term and whole life
Life Insurance Planning
Legacy Planning
• Discuss your income distribution options prior to retiring 
• Ensuring you choose the right modified or unmodified benefits
• Life insurance 
Legacy Planning
Asset Protection
• Minimize stock market risk
• Asset diversification 
Asset Protection

Schedule a Review

Select a zoom or phone review where you can ask your questions and review your particulars

Companies I represent

I represent over 45 different companies to ensure my clients are matched with a plan that meets their needs. 

Contact Me

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