Sanders Retirement Planning is an independent, fee-only financial advisory firm based in Omaha, Nebraska, serving clients nationwide. The firm helps people approaching or living in retirement make informed financial decisions with greater clarity and confidence. Its fiduciary approach is centered on clients’ goals and priorities, with no commissions from investment or insurance product providers.

Sanders offers comprehensive retirement planning and investment management, including retirement income planning, portfolio alignment, long-term tax strategies, insurance and risk management, and estate planning. Services are personalized through a process that begins by listening to each client’s story, develops a plan around their needs, and supports implementation and ongoing adjustments as circumstances change. The firm helps clients consider questions such as how much they can safely spend, how to coordinate Social Security, pensions, and savings, and how to draw income tax-efficiently.

Ongoing planning and investment management are available through asset-based or flat annual fees. Limited-availability, one-time planning engagements are also offered for clients seeking recommendations without an ongoing relationship.