I'm Sandra K. Morkovsky—your local financial advisor and I'm here to help make your financial future easier. If you're like most investors, you want someone to walk you through the investment choices available to you. That's where I can help. An investment executive provides in-depth knowledge necessary to assist you in identifying what investments are appropriate for you. Whatever your goals or stage in life, I can help you make the appropriate investment choices.
As an experienced investment executive, I am committed to making your journey toward financial independence as easy as possible. When it comes to your financial dreams, taking action is vital to your success, but it's not always easy. You know where you are—and where you want to go. My aim is to help you get there.
I have a client-centered approach…It's all about you. I'm here to help you:
Save for retirement – before and during your retirement years
Provide your family or business with risk management strategies
Save for college expenses
Help minimize taxes through tax-advantaged investing*
Create a plan designed with the goal of lifetime income
Maintain your independence with long-term care insurance
Save for that something special (wedding, vacation, second home…)
Gain confidence with your investment choices
Create a legacy for your family
Increase your understanding of Social Security
Aim to preserve your wealth
Fulfill your charitable wishes
…with the appropriate products and services