For as long as she can remember Sandra Grant wanted to be a teacher. Though her career path would not lead to the classroom, her approach firmly focuses on education. As a Certified Long-Term Care (CLTC) specialist, and with over 20 years of retirement planning experience, Sandra strives to provide her clients with the information and guidance they need to prepare for the future.
Patience, attention to detail, and respect for a diversity of needs - the very same attributes that make for an excellent teacher - serve Sandra equally well in her practice. She listens carefully, describes the available options, and empowers her clients to make decisions that are in their best interest. Working with individuals, families and business owners, Sandra provides personalized attention and a high level of service.
What Sandra enjoys most about her job is getting to know her clients well. This is critical so that she can develop a long-term strategy that speaks directly to their concerns. As a financial services professional Sandra can identify strategies designed to best meet the needs of her clients. Sandra is also an investment advisor representative, and assists her clients with all aspects of retirement planning, including the accumulation and the distribution of assets.
Sandra began her career in insurance and financial services in 1983 with John Hancock. She later served as the Agency Long Term Care Specialist for Charter Oak Insurance & Financial Services, the Springfield-based general agency of Massachusetts Mutual Life Insurance Company (MassMutual). As the agency product specialist, she trained individual agents on Long Term Care insurance planning, and provided case support. Other experienced financial services professionals, and estate and elder law attorneys frequently seek Sandra’s opinion and Long Term Care insurance expertise.
Sandra is a graduate of Bay Path College. She lives in Feeding Hills with her husband, Skip.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Sandra’s Licenses and Disclosures