Sandbrook Group

About Us

We partner with small business owners to protect, grow, and plan for the future of their business and personal finances.

Our services include:

Business Protection Planning (key person coverage, risk management, funding strategies)

Employee Retirement & Supplemental Benefit Programs
Tax-Efficient Planning Strategies

Personal Financial Advisory Services

Business Valuation Services

Business Succession & Exit Planning

Legacy Planning Support (wills, trusts, and coordination with legal professionals)