Sam Price

Background

Sam Price has an impressive track record of over 30 years. He has garnered extensive experience in providing top-notch financial services. Before merging with Osaic Wealth Inc., Sam worked with Securities America Advisors.

Sam's educational achievements are a testament to his dedication and expertise. He holds a Bachelor of Arts degree from the University of Colorado and a PhD from Washington State University. Furthermore, Sam is a licensed professional with credentials that include Life and Health and FINRA series 22, 63, 6, 7, and 65.

Sam Price prides himself on offering comprehensive and independent financial management and advice across various crucial areas, including but not limited to Investment Planning, Risk Management, College Funding, Retirement Planning, Wealth Management Strategies, and Estate Conservation Strategies.

Sam's core objectives are to assist clients in addressing critical financial questions such as how to mitigate risk exposure, achieve sustainable income for life, determine if current savings are sufficient, identify optimal strategies for college savings, implement appropriate tax strategies, and ensure the right amount of disability, health, life, and long-term care insurance coverage.

Areas of Focus

Investment Planning

• Determining your risk tolerance

• Asset allocation strategies

• Tailor-made investment portfolios

• Market cycles

Retirement Investment Strategies

• Prepare for a long retirement

• Identify sources of income

• Help protect your assets

• Recognize common pitfalls

Income for Life

• Planning an Income for Life

• Annuities For An Income You Can’t Outlive

• Tax Considerations*

• Trends & Strategies

IRAs

• How does an inherited IRA work?

• Are there required minimum distributions?

• Can I cash out an inherited IRA?

• Is an inherited IRA taxable to the beneficiary?