Fiduciary | Fee-Only | Independent
Proudly based in Omaha, serving clients nationwide.
You’ve worked too hard to leave retirement to guesswork.
This call is for people who want a clear, honest picture of where they stand — and what a path forward actually looks like for you.
You’ve worked too hard to leave retirement to guesswork.
Free 15-minute retirement clarity call with Logan Sanders, CFP®
This call is for people who want a clear, honest picture of where they stand — and what a path forward actually looks like for you.
Tell us a little about your situation, and don’t worry, your information is secure and will never be shared
WHAT THIS CALL DOES FOR YOU
Finally talk through the questions you've been sitting on — no prep needed
You'll get a few honest observations and some things worth looking into
Leave with a clearer picture of where you stand
THIS CALL IS RIGHT FOR YOU IF
You're within 10 years of retirement or already retired — and you want peace of mind for yourself and whoever comes after you
You want someone to look at the full picture — tax strategy, retirement income, timing, and what comes next
You want someone in your corner over time — not just a plan you file away
Who you’ll be working with
Who you’ll be speaking with:
Sanders Retirement Planning was built around a simple idea: people navigating retirement deserve honest, straightforward guidance from someone who genuinely has their best interest in mind — not a product to sell.
Logan Sanders, CFP®
Co-Founder and Senior Financial Planner
"I got into this work because I watched people I care about face real uncertainty around retirement — and never quite find the honest, straightforward guidance they were looking for. That stuck with me. When you reach out, you'll hear from me directly — straight answers and an honest read on where you stand, whether we end up working together or not."
Scott Leise
Co-Founder and Portfolio Manager
"Like Logan, I got into this work because I watched people I care about struggle to find trustworthy guidance around retirement. That stuck with both of us. My focus is behind the scenes — managing portfolios, overseeing operations, and making sure the investment strategy and the financial plan are genuinely built around each other. Logan and I work closely on everything, because the best outcomes happen when both sides of that equation are aligned."
How we help
Retirement planning isn't just about investments. It's about making sure every part of your financial life — your income, your taxes, your insurance, your estate — is working together toward the same goal. Too often these areas get handled in isolation — or not at all — and the gaps between them are where retirement plans break down. That's what we're here to help you navigate.
Retirement planning isn't just about investments. It's about making sure every part of your financial life — your income, your taxes, your insurance, your estate — is working together toward the same goal. Too often these areas get handled in isolation — or not at all — and the gaps between them are where retirement plans break down. That's what we're here to help you navigate.
Even our logo was designed with this in mind. The gold diamond at the center represents you and your plan — the goal everything is built around. The three layers beneath it represent the disciplines that support and elevate a successful retirement: income planning, tax strategy, and investment management. And the two rings surrounding everything represent protection — insurance and estate planning — the safeguards that keep the whole plan intact.
Every element intentional. Every piece connected.
Retirement income planning — Everything from Social Security & Pension strategies to when to draw from investments, in what order, and from where
Tax planning — Roth conversions, withdrawal sequencing, charitable gifting and strategies to minimize what you owe throughout retirement
Investment management — An investment mix designed around your plan, timeline, and comfort with risk — revisited as things change
Insurance planning — Reviewing your coverage from long-term care to life insurance so one unexpected event doesn't undo decades of planning
Estate planning — Making sure protections are in place for what you leave behind and for what happens if you're ever unable to make decisions for yourself
Our approach integrates retirement income planning, tax planning, investment management, insurance planning, and estate planning into one cohesive plan.
Even our logo was designed with this in mind. The gold diamond at the center represents you and your plan — the goal everything is built around. The three layers beneath it represent the disciplines that support and elevate a successful retirement: income planning, tax strategy, and investment management. And the two rings surrounding everything represent protection — insurance and estate planning — the safeguards that keep the whole plan intact.
Every element intentional. Every piece connected.
Our approach integrates retirement income planning, tax planning, investment management, insurance planning, and estate planning into one cohesive plan.
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The introductory call is a short conversation—typically about 15 minutes—designed to help us get to know each other.
We’ll start by learning a bit about you: what prompted your interest in planning, any questions or concerns you have, and what you hope to achieve. We’ll also share more about our services, how we work with clients, and answer any questions you have about our process, fees, or philosophy.
The goal isn’t to give advice on the spot—it’s to help both of us determine whether we’re a good fit to work together.
If it looks like we can help, we'll walk you through what the next steps would look like. If not, we'll try to point you toward someone who might be a better fit. Either way, the goal is that you'll leave with more clarity than you had before.
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No. The call is genuinely low-key — our goal is to understand your situation and give you an honest read on whether we can help. If it's a good fit, we'll explain what next steps look like. If it's not, we'll tell you that too. Either way, you won't feel pushed.
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It means we never earn commissions or sell products. As a fiduciary, we’re required to put your best interests first—always.
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Your personalized plan can include investment strategy, retirement income projections, tax planning opportunities, Social Security timing, insurance and estate guidance—and it evolves as your life does.
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That's actually pretty common. Some people come to us because they want a second opinion. Others feel like their current advisor is more focused on investments than on a comprehensive plan. We're happy to have an honest conversation either way — and if it turns out your current situation is in good shape, we'll tell you that.
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We work best with people who are approaching retirement or already retired, and who are serious about creating a plan. While we don’t have a hard minimum, our services are typically most cost-effective for those with investable assets of $500,000 or more.
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No—we proudly work with clients locally in Omaha and nationwide via secure video meetings and digital tools. If you're in Omaha, we'd love to meet in person. But geography isn’t a barrier.