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sandswealth.com Open in urlscan Pro
141.193.213.11  Public Scan

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Submitted URL: https://www.sandswealth.com/
Effective URL: https://sandswealth.com/
Submission: On May 22 via api from US — Scanned from DE

Form analysis 5 forms found in the DOM

METHOD https://sandswealth.com/

<form action="https://sandswealth.com/" method="method" class="fusion-form fusion-form-6101">
  <div class="fusion-fullwidth fullwidth-box fusion-builder-row-13-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling"
    style="background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:var(--awb-color3);border-style:solid;">
    <div class="fusion-builder-row fusion-row fusion-flex-align-items-flex-start" style="width:104% !important;max-width:104% !important;margin-left: calc(-4% / 2 );margin-right: calc(-4% / 2 );">
      <div class="fusion-layout-column fusion_builder_column fusion-builder-column-36 fusion_builder_column_1_1 1_1 fusion-flex-column">
        <div class="fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column"
          style="background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;">
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="first_name">First Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[a-zA-Z]+" name="first_name" id="first_name" value=""
              class="fusion-form-input" required="true" aria-required="true" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="lastt_name">Last Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[a-zA-Z]+" name="lastt_name" id="lastt_name" value=""
              class="fusion-form-input" required="true" aria-required="true" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-email-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="email">Email <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="email" name="email" id="email" value="" class="fusion-form-input"
              required="true" aria-required="true" data-holds-private-data="false">
          </div>
          <div class="fusion-form-field fusion-form-submit-field fusion-form-label-above" data-form-id="6101">
            <div style="text-align:left;">
              <style>
                .fusion-body .fusion-button.button-11 {
                  border-radius: 10px 10px 10px 10px;
                }
              </style><button type="submit" class="fusion-button button-flat button-large button-default button-11 fusion-button-default-span  form-form-submit button-default" data-form-number="6101" tabindex=""><span
                  class="fusion-button-text">Submit</span></button>
            </div>
          </div>
        </div>
        <style type="text/css">
          .fusion-body .fusion-builder-column-36 {
            width: 100% !important;
            margin-top: 0px;
            margin-bottom: 20px;
          }

          .fusion-builder-column-36>.fusion-column-wrapper {
            padding-top: 0px !important;
            padding-right: 0px !important;
            margin-right: 1.92%;
            padding-bottom: 0px !important;
            padding-left: 0px !important;
            margin-left: 1.92%;
          }

          @media only screen and (max-width:1024px) {
            .fusion-body .fusion-builder-column-36 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-36>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }

          @media only screen and (max-width:640px) {
            .fusion-body .fusion-builder-column-36 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-36>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }
        </style>
      </div>
    </div>
    <style type="text/css">
      .fusion-body .fusion-flex-container.fusion-builder-row-13-1 {
        padding-top: 0px;
        margin-top: 0px;
        padding-right: 30px;
        padding-bottom: 0px;
        margin-bottom: 0px;
        padding-left: 30px;
      }
    </style>
  </div><input type="hidden" name="fusion_privacy_store_ip_ua" value="false"><input type="hidden" name="fusion_privacy_expiration_interval" value="48"><input type="hidden" name="privacy_expiration_action" value="anonymize"><input type="hidden"
    id="fusion-form-nonce-6101" name="fusion-form-nonce-6101" value="be47011181">
</form>

METHOD https://sandswealth.com/

<form action="https://sandswealth.com/" method="method" class="fusion-form fusion-form-6101">
  <div class="fusion-fullwidth fullwidth-box fusion-builder-row-14-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling"
    style="background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:var(--awb-color3);border-style:solid;">
    <div class="fusion-builder-row fusion-row fusion-flex-align-items-flex-start" style="width:104% !important;max-width:104% !important;margin-left: calc(-4% / 2 );margin-right: calc(-4% / 2 );">
      <div class="fusion-layout-column fusion_builder_column fusion-builder-column-39 fusion_builder_column_1_1 1_1 fusion-flex-column">
        <div class="fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column"
          style="background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;">
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="first_name">First Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[a-zA-Z]+" name="first_name" id="first_name" value=""
              class="fusion-form-input" required="true" aria-required="true" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="lastt_name">Last Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[a-zA-Z]+" name="lastt_name" id="lastt_name" value=""
              class="fusion-form-input" required="true" aria-required="true" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-email-field fusion-form-label-above" data-form-id="6101">
            <div class="fusion-form-label-wrapper"><label for="email">Email <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="email" name="email" id="email" value="" class="fusion-form-input"
              required="true" aria-required="true" data-holds-private-data="false">
          </div>
          <div class="fusion-form-field fusion-form-submit-field fusion-form-label-above" data-form-id="6101">
            <div style="text-align:left;">
              <style>
                .fusion-body .fusion-button.button-12 {
                  border-radius: 10px 10px 10px 10px;
                }
              </style><button type="submit" class="fusion-button button-flat button-large button-default button-12 fusion-button-default-span  form-form-submit button-default" data-form-number="6101" tabindex=""><span
                  class="fusion-button-text">Submit</span></button>
            </div>
          </div>
        </div>
        <style type="text/css">
          .fusion-body .fusion-builder-column-39 {
            width: 100% !important;
            margin-top: 0px;
            margin-bottom: 20px;
          }

          .fusion-builder-column-39>.fusion-column-wrapper {
            padding-top: 0px !important;
            padding-right: 0px !important;
            margin-right: 1.92%;
            padding-bottom: 0px !important;
            padding-left: 0px !important;
            margin-left: 1.92%;
          }

          @media only screen and (max-width:1024px) {
            .fusion-body .fusion-builder-column-39 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-39>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }

          @media only screen and (max-width:640px) {
            .fusion-body .fusion-builder-column-39 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-39>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }
        </style>
      </div>
    </div>
    <style type="text/css">
      .fusion-body .fusion-flex-container.fusion-builder-row-14-1 {
        padding-top: 0px;
        margin-top: 0px;
        padding-right: 30px;
        padding-bottom: 0px;
        margin-bottom: 0px;
        padding-left: 30px;
      }
    </style>
  </div><input type="hidden" name="fusion_privacy_store_ip_ua" value="false"><input type="hidden" name="fusion_privacy_expiration_interval" value="48"><input type="hidden" name="privacy_expiration_action" value="anonymize"><input type="hidden"
    id="fusion-form-nonce-6101" name="fusion-form-nonce-6101" value="be47011181">
</form>

METHOD https://sandswealth.com/

<form action="https://sandswealth.com/" method="method" class="fusion-form fusion-form-32">
  <div class="fusion-fullwidth fullwidth-box fusion-builder-row-15-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling"
    style="background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:var(--awb-color3);border-style:solid;">
    <div class="fusion-builder-row fusion-row fusion-flex-align-items-flex-start" style="width:104% !important;max-width:104% !important;margin-left: calc(-4% / 2 );margin-right: calc(-4% / 2 );">
      <div class="fusion-layout-column fusion_builder_column fusion-builder-column-44 fusion_builder_column_1_2 1_2 fusion-flex-column">
        <div class="fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column"
          style="background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;">
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="first_name">First Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="first_name" id="first_name" value=""
              class="fusion-form-input" required="true" aria-required="true" placeholder="John*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="last_name">Last Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="last_name" id="last_name" value=""
              class="fusion-form-input" required="true" aria-required="true" placeholder="Smith*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-email-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="email">Email <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="email" name="email" id="email" value="" class="fusion-form-input"
              required="true" aria-required="true" placeholder="john@domain.com*" data-holds-private-data="false">
          </div>
          <div class="fusion-form-field fusion-form-phone-number-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="phone">Phone <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="tel" name="phone" id="phone" value="" class="fusion-form-input" required="true"
              aria-required="true" placeholder="(xxx) xxx-xxxx*" data-holds-private-data="false">
          </div>
        </div>
        <style type="text/css">
          .fusion-body .fusion-builder-column-44 {
            width: 50% !important;
            margin-top: 0px;
            margin-bottom: 20px;
          }

          .fusion-builder-column-44>.fusion-column-wrapper {
            padding-top: 0px !important;
            padding-right: 0px !important;
            margin-right: 3.84%;
            padding-bottom: 0px !important;
            padding-left: 0px !important;
            margin-left: 3.84%;
          }

          @media only screen and (max-width:1024px) {
            .fusion-body .fusion-builder-column-44 {
              width: 50% !important;
              order: 0;
            }

            .fusion-builder-column-44>.fusion-column-wrapper {
              margin-right: 3.84%;
              margin-left: 3.84%;
            }
          }

          @media only screen and (max-width:640px) {
            .fusion-body .fusion-builder-column-44 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-44>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }
        </style>
      </div>
      <div class="fusion-layout-column fusion_builder_column fusion-builder-column-45 fusion_builder_column_1_2 1_2 fusion-flex-column">
        <div class="fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column"
          style="background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;">
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="address">Address <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="address" id="address" value="" class="fusion-form-input"
              required="true" aria-required="true" placeholder="1234 Main Street*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="city">City <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="city" id="city" value="" class="fusion-form-input" required="true"
              aria-required="true" placeholder="Anywhere*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="state">State <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[a-zA-Z]+" name="state" id="state" value=""
              class="fusion-form-input" required="true" aria-required="true" placeholder="AZ*" data-holds-private-data="false" minlength="2" maxlength="2">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="32">
            <div class="fusion-form-label-wrapper"><label for="zip">ZIP <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" pattern="[0-9]+" name="zip" id="zip" value="" class="fusion-form-input"
              required="true" aria-required="true" placeholder="12345*" data-holds-private-data="false" minlength="5">
          </div>
          <div class="fusion-form-field fusion-form-submit-field fusion-form-label-above" data-form-id="32">
            <div>
              <style>
                .fusion-body .fusion-button.button-13 {
                  border-color: var(--awb-color1);
                  border-radius: 10px 10px 10px 10px;
                  background: var(--awb-color7);
                  background-image: linear-gradient(180deg, var(--awb-color7) 0%, var(--awb-color6) 100%);
                }

                .fusion-body .fusion-button.button-13 .fusion-button-text,
                .fusion-body .fusion-button.button-13 i,
                .fusion-body .fusion-button.button-13:hover .fusion-button-text,
                .fusion-body .fusion-button.button-13:hover i,
                .fusion-body .fusion-button.button-13:focus .fusion-button-text,
                .fusion-body .fusion-button.button-13:focus i,
                .fusion-body .fusion-button.button-13:active .fusion-button-text,
                .fusion-body .fusion-button.button-13:active i {
                  color: var(--awb-color5);
                }

                .fusion-body .fusion-button.button-13:hover,
                .fusion-body .fusion-button.button-13:active,
                .fusion-body .fusion-button.button-13:focus {
                  border-color: var(--awb-color1);
                  background: hsla(var(--awb-color6-h), calc(var(--awb-color6-s) - 5%), calc(var(--awb-color6-l) - 10%), var(--awb-color6-a));
                  background-image: linear-gradient(180deg, hsla(var(--awb-color6-h), calc(var(--awb-color6-s) - 5%), calc(var(--awb-color6-l) - 10%), var(--awb-color6-a)) 0%, hsla(var(--awb-color7-h), calc(var(--awb-color7-s) - 5%), calc(var(--awb-color7-l) - 10%), var(--awb-color7-a)) 100%);
                }
              </style><button type="submit" class="fusion-button button-flat button-large button-custom button-13 fusion-button-default-span  form-form-submit button-default" data-form-number="32" style="margin-top:3%;" tabindex=""><span
                  class="fusion-button-text">Submit</span><i class="fa-mouse-pointer fas button-icon-right" aria-hidden="true"></i></button>
            </div>
          </div>
        </div>
        <style type="text/css">
          .fusion-body .fusion-builder-column-45 {
            width: 50% !important;
            margin-top: 0px;
            margin-bottom: 20px;
          }

          .fusion-builder-column-45>.fusion-column-wrapper {
            padding-top: 0px !important;
            padding-right: 0px !important;
            margin-right: 3.84%;
            padding-bottom: 0px !important;
            padding-left: 0px !important;
            margin-left: 3.84%;
          }

          @media only screen and (max-width:1024px) {
            .fusion-body .fusion-builder-column-45 {
              width: 50% !important;
              order: 0;
            }

            .fusion-builder-column-45>.fusion-column-wrapper {
              margin-right: 3.84%;
              margin-left: 3.84%;
            }
          }

          @media only screen and (max-width:640px) {
            .fusion-body .fusion-builder-column-45 {
              width: 100% !important;
              order: 0;
            }

            .fusion-builder-column-45>.fusion-column-wrapper {
              margin-right: 1.92%;
              margin-left: 1.92%;
            }
          }
        </style>
      </div>
    </div>
    <style type="text/css">
      .fusion-body .fusion-flex-container.fusion-builder-row-15-1 {
        padding-top: 0px;
        margin-top: 0px;
        padding-right: 30px;
        padding-bottom: 0px;
        margin-bottom: 0px;
        padding-left: 30px;
      }
    </style>
  </div><input type="hidden" name="fusion_privacy_store_ip_ua" value="false"><input type="hidden" name="fusion_privacy_expiration_interval" value="48"><input type="hidden" name="privacy_expiration_action" value="anonymize"><input type="hidden"
    id="fusion-form-nonce-32" name="fusion-form-nonce-32" value="be47011181">
</form>

METHOD https://sandswealth.com/

<form action="https://sandswealth.com/" method="method" class="fusion-form fusion-form-40">
  <div class="fusion-fullwidth fullwidth-box fusion-builder-row-4-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling"
    style="background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:var(--awb-color3);border-style:solid;">
    <div class="fusion-builder-row fusion-row fusion-flex-align-items-flex-start" style="width:104% !important;max-width:104% !important;margin-left: calc(-4% / 2 );margin-right: calc(-4% / 2 );">
      <div class="fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_1 1_1 fusion-flex-column">
        <div class="fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column"
          style="background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;">
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><label for="first_name">First Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="first_name" id="first_name" value=""
              class="fusion-form-input" required="true" aria-required="true" placeholder="John*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-text-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><label for="last_name">Last Name <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="text" name="last_name" id="last_name" value=""
              class="fusion-form-input" required="true" aria-required="true" placeholder="Smith*" data-holds-private-data="false" minlength="0">
          </div>
          <div class="fusion-form-field fusion-form-phone-number-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><label for="phone">Phone <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="tel" name="phone" id="phone" value="" class="fusion-form-input" required="true"
              aria-required="true" placeholder="(xxx) xxx-xxxx*" data-holds-private-data="false">
          </div>
          <div class="fusion-form-field fusion-form-email-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><label for="email">Email <abbr class="fusion-form-element-required" title="required">*</abbr></label></div><input type="email" name="email" id="email" value="" class="fusion-form-input"
              required="true" aria-required="true" placeholder="john@domain.com*" data-holds-private-data="false">
          </div>
          <div class="fusion-form-field fusion-form-checkbox-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><span class="label">What would you like more information about? (Please select all that apply.)</span></div>
            <fieldset>
              <div class="fusion-form-checkbox option-inline"><input tabindex="" id="checkbox-more_information-1-0" type="checkbox" value="Upcoming Events" name="more_information[]" class="fusion-form-input" data-holds-private-data="false"><label
                  for="checkbox-more_information-1-0">Upcoming Events</label></div>
              <div class="fusion-form-checkbox option-inline"><input tabindex="" id="checkbox-more_information-1-1" type="checkbox" value="Complimentary Retirement Review" name="more_information[]" class="fusion-form-input"
                  data-holds-private-data="false"><label for="checkbox-more_information-1-1">Complimentary Retirement Review</label></div>
              <div class="fusion-form-checkbox option-inline"><input tabindex="" id="checkbox-more_information-1-2" type="checkbox" value="Specific Solutions" name="more_information[]" class="fusion-form-input" data-holds-private-data="false"><label
                  for="checkbox-more_information-1-2">Specific Solutions</label></div>
            </fieldset>
          </div>
          <div class="fusion-form-field fusion-form-checkbox-field fusion-form-label-above" data-form-id="40">
            <div class="fusion-form-label-wrapper"><span class="label">How did you hear about us?</span></div>
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HomeSimplicity Digital Advisor2024-05-16T16:20:09-04:00


LIFE’S NEXT ADVENTURE IS WAITING.


START PLANNING FOR YOUR RETIREMENT WITH
S&S WEALTH ADVISORS.


LIFE’S NEXT ADVENTURE IS WAITING.


START PLANNING FOR YOUR RETIREMENT WITH
S&S WEALTH ADVISORS.

Retirement is personal. You’ve worked hard to save and invest your money and now
it’s time to optimize and protect your savings to provide for your retirement
and your loved ones thereafter.

S&S Wealth Advisors is an independent financial services firm, specializing in
helping individuals and families prepare for, plan, and live in retirement. Our
approach focuses on tailored retirement planning strategies and insurance
solutions to provide our clients with guaranteed lifetime income, asset
protection, and achieve tax efficiencies in support of a holistic approach to
their finances.

SPEAK WITH S&S Wealth Advisors TODAY


PLANNING PROCESS


RETIRE WITH CONFIDENCE.

Our three-step planning process works to help identify and implement suitable
financial strategies for helping our clients meet their needs and achieve their
goals and objectives for retirement.


START SMART


APPLY DISCIPLINE


COMMUNICATE PROGRESS


START SMART

GET A CLEAR UNDERSTANDING OF YOUR FINANCIAL LIFE

First, we gain a thorough understanding of your current financial situation,
goals, objectives, risk tolerance, and the key considerations that should be
addressed in your retirement strategy.

SIX FUNDAMENTAL FINANCIAL PLANNING CONSIDERATIONS

Six key financial planning considerations can impact your financial goals now
and in the future. The question is not if these will affect your finances, but
to what degree. We evaluate your sentiment toward each consideration and
quantify the potential effects on your assets over time. This allows us to build
customized strategies to help you achieve your financial objectives for
retirement.

LONGEVITY

Outliving financial assets as the result of a longer life

LIQUIDITY

Limited access to assets to meet life’s unexpected financial needs

INFLATION

Reduction in real purchasing power as the result of increasing cost of living

MARKET

Unexpected reduction in the value of financial assets at the time of withdrawal

MORTALITY

Loss of financial assets as the result of a partner’s or spouse’s death

TAXES

Decreasing income and assets and/or the impairment of legacy assets from
increasing taxes

SPEAK WITH S&S Wealth Advisors TODAY


APPLY DISCIPLINE


A RETIREMENT STRATEGY DESIGNED FOR YOU

Next, we design a retirement strategy that actively works to help optimize your
wealth and protect your finances, keeping your goals and objectives at the
forefront of our planning process.



COLLEGE FUNDING

Make the investment in your child or grandchild’s future with the gift of
collect education through life insurance.

INCOME PLANNING

Design an income plan that delivers dependable income and financial security
throughout your retirement.

LONG-TERM CARE PLANNING

Ease the financial and emotional toll of long-term care with early planning so
you can retire with peace of mind and dignity.

LEGACY AND ESTATE PLANNING

Protect your estate and loved ones from unnecessary taxation and probate with
proactive estate plannings strategies.

RETIREMENT SAVINGS OPTIMIZATION

Increase you or your loved one’s future retirement income with a tax-efficient,
capital leveraging strategy.

SOCIAL SECURITY OPTIMIZATION

Understand the benefits you are entitled to and how to maximize Social Security
income in retirement.

TAX PLANNING

Establish tax planning strategies today for greater tax efficiency and financial
flexibility later in retirement.

SPEAK WITH S&S Wealth Advisors TODAY


APPLY DISCIPLINE


A RETIREMENT STRATEGY DESIGNED FOR YOU

Next, we design a retirement strategy that actively works to optimize your
wealth and protect your finances, keeping your goals and objectives at the
forefront of our planning process.

 



COLLEGE FUNDING

Make the investment in your child or grandchild’s future with the gift of
collect education through life insurance.

INCOME PLANNING

Design an income plan that delivers dependable income and financial security
throughout your retirement.

LONG-TERM CARE PLANNING

Ease the financial and emotional toll of long-term care with early planning so
you can retire with peace of mind and dignity.

LEGACY AND ESTATE PLANNING

Protect your estate and loved ones from unnecessary taxation and probate with
proactive estate plannings strategies.

RETIREMENT SAVINGS OPTIMIZATION

Increase you or your loved one’s future retirement income with a tax-efficient,
capital leveraging strategy.

SOCIAL SECURITY OPTIMIZATION

Understand the benefits you are entitled to and how to maximize Social Security
income in retirement.

TAX PLANNING

Establish tax planning strategies today for greater tax efficiency and financial
flexibility later in retirement.

SPEAK WITH S&S Wealth Advisors TODAY


COMMUNICATE PROGRESS


OUR COMMITMENT TO YOU

Lastly and continually, we work to ensure transparency of your income plan by
providing visibility, proactive outreach, and accessibility to our team
throughout our working relationship.

 * Annual Review

 * Monthly Newsletter
 * Client Portal

 * Educational Events

 * Client Events

SPEAK WITH S&S Wealth Advisors TODAY


TEAM

Read about the advisor and staff and learn the history of the business. See
contact information for each person and click to email or call individuals in
the business.



Marlene Stokes, Co-Founder and CEO, Certified Estate Planning Advisor

Marlene Stokes, armed with a BS degree in Business Education, boasts 40 years of
invaluable experience in the insurance industry alongside three decades as a
compassionate life coach. With 20 years as a Certified Estate Planning Advisor,
she assists retirees in navigating the non-legal aspects of estate planning. Her
process involves creating a road map that brings peace of mind for clients.
Guiding her clients through the planning process is what drives Marlene.

Marlene’s systematic approach bridges the gap between working years and
retirement. She is deeply committed to guiding individuals towards financial
security and a fulfilling retirement. Beyond her professional endeavors,
Marlene’s passion lies in exploring new destinations, cherishing moments with
loved ones and fostering meaningful connections. With a genuine passion for
helping others thrive, Marlene’s journey is marked by a steadfast dedication to
making a positive impact in the lives of those she encounters.

If you have any questions please call, 832-620-8591




Anthony “Tony” Scroggins, Financial Advisor

Anthony Scroggins is a seasoned professional with over 30 years of experience in
the insurance and financial services industry. With a Bachelor of Business
Administration (BBA) from Texas Southern University, Anthony further honed his
expertise through the Master of Business Administration (MBA) and Master of
Public Administration (MPA) programs.

With a focus on wealth preservation and growth, Anthony’s dedication to his
client’s financial well-being is underscored by a remarkable track record: over
30 years of helping clients achieve their financial goals without any loss of
assets.

Anthony’s commitment to excellence has consistently positioned him as a
top-ranking advisor nationwide, earning accolades in both the public and
corporate sectors across the country. His ability to provide vehicles for wealth
growth while safeguarding his clients’ assets underscores his commitment to
their financial success.

Beyond his professional pursuits, Anthony earned a basketball scholarship to
Texas Southern University. His competitive spirit and dedication to success
extend beyond the court to his client relationships. He enjoys staying informed
through sports and news while also indulging in activities such as pocket
billiards and tennis.

Anthony takes pride in helping clients identify their financial needs and
achieve their goals without compromising their financial security. His
personalized approach and unwavering commitment have earned him the trust and
respect of his clients.

If you have any questions please call, 832-881-1641

SPEAK WITH S&S Wealth Advisors TODAY


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