Providing solutions for guarantees and lifetime income. Sara wrote the book, "Wi$dom for Women - Discover the Challenges You Must Overcome to Live the Life and Retirement You Deserve" (available on Amazon).
We enjoy helping clients reach their financial goals and keep promises they made to themselves and their families.
Sara is a real professional. Tell her your situation and she will find a solution. She has many great ideas
Our initial meeting is a "get to know you" chat.
Information is gathered about your particular sitation and I go back to my office and digest. Then we get together to review recommendations to help you achieve your financial goals.
Last step of the process is to implement solutions.
We form a long term relationship with you.