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Welcome to Manderson Wealth Strategies

Manderson Wealth Strategies is a financial services firm led by professionals that are focused on comprehensive financial planning, wealth management, retirement income strategies, estate planning, and corporate retirement plans. We work with our clients' to help accomplish their goals. Our mission is to be a financial professional to our clients to help them grow and protect their wealth.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

We'll learn more about your current financial situation.

Where do you want to be tomorrow?

Then we'll discuss ways to meet your goals.

How can you get there?

Next we put together a customized financial strategy based on your life and your needs.

Ready to get started?

You tell us how you'd like to move forward. And we'll help you kick-start your plan.

Let's Talk - Contact me today at 813-872-5877 or by email at manderson.sydney@principal.com.

Newsletters

Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators