Welcome to Sierra Financial Partners
Financial planning for families, retirees, business owners, military service members, and airline pilots
About Sierra Financial Partners
Sandy Wade—radio callsign “Sierra Lima”—is more than a financial advisor. She is an Army veteran, airline pilot spouse, and a business owner.
With firsthand experience in the military, navigating unique pilot benefits, and growing her own financial practice, Sandy understands the financial challenges facing those she serves. She applies the same dedication that defined her military service to helping clients achieve financial independence and a secure retirement.
Comprehensive Financial Planning and Retirement Advice
When do you want to retire? And what does your ideal retirement look like? We build your financial strategy around these essential questions.
Accumulation
Building Your Foundation
During your Accumulation phase, we partner with you to develop a strategic savings plan for retirement while balancing your daily cashflow needs.
Distribution
Creating Sustainable Income
During your Distribution phase, we transform your nest egg into a sustainable income stream that’s designed to meet your needs in retirement for the next 20, 30, or even 40 years.
Our holistic approach covers:
Cash Flow
Wealth Management
Risk Management
Estate Planning
Tax Mitigation
Check the background of investment professionals on FINRA’s BrokerCheck.
Get in Touch
Need help navigating your upcoming retirement? Sierra Financial Partners serves clients nationwide. Call or email us today to get started.