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
• 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
• Pension Education Seminars
• Roadmap to retirement
• Financial literacy 101
• Rescue your 403(b) or IRA
• School event sponsorships
• Explore ways to reduce tax liability
• Tax deferred options
• Tax advantaged options
• Roth IRA conversions
• Discuss your income distribution options prior to retiring
• Ensuring you choose the right modified or unmodified benefits
• Life insurance
I service all public school districts in the following states
- California
- Washington
- North Carolina
- Florida
- Georgia
- Arizona
- New Mexico
- Nevada
- Texas
- Kentucky
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.
We service all public school districts in the following states
- California
- Washington
- North Carolina
- Florida
- Georgia
- Arizona
- New Mexico
- Nevada
- Texas
- Kentucky
Contact Me
Fill out the form below and I will get back to you as soon as possible