Sandra Montoya - Financial Professional

Sandra Montoya - Financial Professional Agent with SLD & Tax Preparer w/ Fulwiler & Brasket, helping to you plan your financial future.

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08/25/2026

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There is a version of you a few months from now who will be relieved that today's you took an hour to get organized.A si...
07/20/2026

There is a version of you a few months from now who will be relieved that today's you took an hour to get organized.
A simple system for keeping important documents, contacts, and account details in one place can save hours of stress when life gets hectic, whether that is an emergency, a move, or just a moment when you need something fast and cannot remember where it is.

Organizing now is one of the easiest gifts you can give your future self.

02/19/2026
Finance 360 is not just an app; it's your gateway to personalized financial expertise. Designed for individuals seeking ...
02/11/2026

Finance 360 is not just an app; it's your gateway to personalized financial expertise. Designed for individuals seeking clarity and guidance in their financial journey, our app bridges the gap between you and financial specialists. Whether you're planning for retirement, managing debts, or navigating tax laws, Finance 360 offers direct access to experts at your fingertips. Use the code "abundance" to access the app without subscription fees.
https://play.google.com/store/apps/details?id=com.project.finance360&hl=en_US&pli=1

“Dibs” is cute, but it does not protect your family when real life happens. A simple will helps prevent confusion, hurt ...
01/22/2026

“Dibs” is cute, but it does not protect your family when real life happens. A simple will helps prevent confusion, hurt feelings, and avoidable fights, so your wishes are clear, and your people are not left guessing.

Contact me or follow this link for more information: https://legacypromisesnetwork.com/sandram

Retirement isn’t a short chapter; it’s often two decades or more. Without a strong plan, your money may not last as long...
12/04/2025

Retirement isn’t a short chapter; it’s often two decades or more. Without a strong plan, your money may not last as long as you do.

Let’s make sure your retirement years are spent living, not stressing. Reach out to start the conversation.

The strongest form of self-care is preparing for the years ahead. Retirement panning is the ultimate gift to your future...
10/06/2025

The strongest form of self-care is preparing for the years ahead. Retirement panning is the ultimate gift to your future self.

Secure freedom, dignity, and joy for the years ahead. DM me to start planning.

September is Life Insurance Awareness Month - Have you reviewed your life insurance to make sure it is still meeting you...
09/22/2025

September is Life Insurance Awareness Month - Have you reviewed your life insurance to make sure it is still meeting your needs?

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Beaverton, OR
97006

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