Biographical Info

Sandrick Financial Group is Your Safe Money Specialists

The Sandrick Financial Group is part of a growing nationwide network of Financial Problem Solvers.  The goal of the Sandrick Financial Group is to address the physical, emotional and financial concerns of their clients.  Jim has assisted hundreds of pre-retirees and retirees in protecting and preserving their assets, increasing their retirement income and reducing their taxes.  Jim also works with Estate and Elder Law Attorneys and Tax Professionals.

Sandrick Financial Group represents over 24 major companies, such as Aviva, Allianz, Assurant, Anthem, John Hancock, Transamerica, Mututal of Omaha to name a few.

Jim Sandrick, owner of Sandrick Financial Group, provides advice, solutions and options to pre-retirees and retirees and their families on how to protect and preserve retirement assets, increase lifetime retirement income, deal with long term care issues and reduce taxes. He specializes in

• Fixed Index Annuities
• Long Term Care Options
• Indexed Life Insurance
• College Planning
• Reverse Mortgages
• Property and Casualty Issues
• Legacy Benefits
• IRA Transfers
• 401 K Rollovers

The Financial Group’s mission is to educate more people about safer solutions with guaranteed lifetime income benefit riders and reasonable returns with the options to provide more money for long term care expenses, legacy benefits, retirement income longevitiy and more financial options.

Jim was Featured in Building Indiana Magazine’s Financial Issue in 2015
Jim was the only Financial Planner contributor amongst several bankers, accountants, and other experts in the financial fields. In the full two page aritcle, Jim talked about “Required Minimum Distributions,” which are requirements mandated by the Federal Government that deplete’s senior’s Cds and IRA Growth which is often mistaken as the best options for seniors. Jim continued to explain that the Federal Government’s “Legal Reserve System” which applies to insurance companies does not apply to the federal banking system. Building Indiana is one of the largest statewide business-to-business magazines in Indiana. Click here for the link and click on the screen till you get to page 30.
https://issuu.com/buildingindiana/docs/buildingindiana_marchapril2015_lr
Jim is the Area Director of Lake and Porter County for COFFE.    
COFFE, is a 501c3 has been endorsed by the State of Indiana Library Foundation. Besides libraries, we will be offering workshops for interested organizations including small businesses. COFFE Stands for “community Outreach For Financial Education.” Jim can present a seminar or speak to groups in Lake County and Porter County on Financial strategies of all kinds of  financial topics.
One of his of topics he has taught that continues to grow is ” HOW TO GET OUT OF DEBT IN 9 YEARS” is available now. The “Get out of debt in 9 years or less” seminar includes your mortgage without spending anymore than you do today.  This seminar teaches attendees how to create a tax free retirement with your own bank, and eliminate debt and interest from your life.  Attendees receive a free spending planner software and a getting out of debt report. Find out more by clicking on this link: http://www.coffeusa.org/find-an-educator/

Sandrick Financial Group has several advisors to assist you, in addition to Jim himself. Andrew Tiebel focuses on Improving the financial status of Small and Medium businesses throughout Lake and Porter Counties. Ericca M. Avila, is bilingual and focuses on showing Individuals and Families throughout  NWIndiana and Chicagoland How to get out of debt while increasing savings. Daniel Lazur focuses on Small and medium businesses needs in the service areas of the Chicago South Suburbs.

Jim has been licensed in Indiana since 1967 and also maintains a license in Arizona.  He is currently a member of the Lakeshore Chamber of Commerce, the Society of Certified Senior Advisors, the American Association of Long-Term Care Insurance, COFFE (Mentioned above) the Whiting Elks and is a U.S. Naval Veteran.
Jim and Norma now have five grandchildren, two in Indianapolis, and three in Whiting, Indiana, who are the seventh generation of Jim’s mom’s family to live in Whiting.
Call today to learn how to rebuild what you have lost in the recent financial and economic downturn in the economy so you don’t lose it again.