Sanctuary Financial Group LLC.
Striving to provide a safe haven for your financial future.
Sanctuary Financial Group LLC is an independently owned financial consulting firm providing customized, personalized financial guidance to our clients for almost 40 years. Our independence allows us to offer you an unbiased objective approach to serving your investment, retirement and financial planning needs.
Whether you are just starting to save for your future, or are a seasoned investor, Sanctuary Financial Group LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through Cetera Advisors LLC to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Helpful Content
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Beyond the Breadwinner: Is Your Household Protected?
Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Who's On Your Financial Dream Team?
On a team, all players count, but some key positions are more critical to success.
Infographic: Who Sits at Your Table?
Infographic: Who Sits at Your Table?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.