Sara's Wealth Planning Philosophy

Putting the Markets in Perspective
The markets can seem intimidating, but they do not have to be. We provide clear & concise communication of how changes in the markets and global economy affect your specific financial situation and investment strategy.

Financial Confidence through Comprehensive Planning
We provide step-by-step strategies to help address the following questions:

  • Is your investment plan on track?
  • How to resolve the financial planning concerns that are most on your mind?

A Plan that is Unique to You
We construct a comprehensive plan that collaborates input from your tax advisors and legal advisors. We implement a plan that adapts to changes in your life and provides disciplined investment solutions to provide for your near, middle, and long-term goals.

This includes planning for the following objectives:

  • Multi-generational wealth
  • Stewardship of sudden, unexpected wealth
  • Business Succession
  • Investment Income
  • Retirement Income
  • Estate Planning
  • Social Security and Medicare considerations

Meet Our Team

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Personalized guidance begins with a conversation.
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