SS Financial Group is an independent, boutique financial services firm located in Springfield, Illinois.
Founded by Sandra (Sandy) Sampias, SS Financial Group concentrates on helping the residents of Springfield, Chatham and Central Illinois achieve the financial futures they desire. Sandy Sampias’ plans and recommendations are unique to each client’s needs and wishes and are reviewed and monitored to make sure the valuable clients of SS Financial Group are on track to achieving the futures they desire.
On this website you will find newsletters, articles, calculators, and research reports. Visit the “Why You Should know SS Financial Group” section to further understand our commitment to first class service for our clients. We at SS Financial Group hope that this web site will help further your understanding of the services that we provide, and help you understand financial concepts such as insurance, investing, retirement, estate planning, and wealth preservation. Sandy Sampias and her staff are here to help educate you and give you fast, easy access to market data. We hope that you take advantage of this resource often since information will constantly be updated and new articles will be added on a regular basis.
SS Financial Group works with select clientele and are always willing to consider another relationship. If you are interested in having a dialogue to see if Sandy Sampias and her staff can help you achieve your goals, the contact information is below, or you may simply go the "Contact" section.
SS Financial Group appreciates you taking the time to visit their site.
Contact us today
Sandy Sampias, 7000 Piper Glen Dr., Ste. C Springfield, IL 62711
217-697-1130 / Mobile 217-971-1256
Helpful Content
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.