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Jeffrey A. Sandene, CFP®

Sandene Strategies, LLC

15851 Dallas Pkwy
Ste 400
Addison, TX 75001
Phone: (214) 564-5333
Fax: (972) 692-8540

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.