SIGNATURE ADVISORY GROUP

The Sara Finkelstein Show

“I met Sara at a Christmas

networking event where everyone brought a simple gift to be picked randomly by attendees. I was very fortunate to select Sara’s and along with it came her book “Wi$dom for Women”. The book made a lot of sense as I, at age 57, felt exposed in the stock market and was concerned about conserving for retirement. I followed up with Sara and over several weeks she educated me to the logic of annuities while we worked together to arrive at the right plan. Sara really did her research as evidenced by detailed spreadsheets that gave me a clear picture of the future. Subsequently, she made all of the arrangements and did all of the paperwork. This work, along with her sincerity and full attention made for a long lasting professional relationship – and friendship. When the time comes, I can’t wait to work with her on Medicare options!”

I am a 65-yr-old woman adjusting my finances to the consideration of aging. The consultations and recommendations in my past were always a sales pitch, and I was advised to do things that were not necessarily for my benefit. These experiences caused a complete lack of trust in advisors, and the hundreds of scams I read about only elevated my paranoia. I stayed far away from financial advisors. Until I had the pleasure of meeting Sara Finkelstein. Sara has met with me numerous times over several years to educate and advise me on financial matters across several areas of expertise – healthcare, insurance, fixed annuity plans, etc. She is a professional who looks you in the eye, who listens carefully to what YOU want and/or need. Sara returns quickly with answers to my questions. I am treated with respect, honesty, kindness, clarity, patience and generosity. These are RARE qualities these days. There is no Sales Pitch. Sara explains things that need explaining. She suggests things without pressure. I am given time to think things through. If additional professionals are necessary to give me further information, she refers me to others with the utmost care. She has hosted lovely gatherings or her clients to exchange their stories and experiences. Sara is a professional JOY. While there are many fine adjectives to define her, Sara = Integrity. She is the only financial advisor I have ever Trusted. I am sincerely grateful for who she is and how she enlightens me. I am certain that every client she has would agree with me.

• Evonn Berube-Reiersen

This is my first testimonial. Going into social security was I thought going to be hard. Sara, from the beginning made it easy. She is not just nice but a friend to help me along the way with anything I needed. I am in my second year and anytime I had a question or an issue she helped me solve it. Just a few months ago, I had an issue with receiving benefits. She went on the phone on a three way call. She knows what she is doing and I thank her for everything she does. It is not easy to find someone as special as she is.

Thank you, thank you, thank you for your help with understanding and choosing our supplementary medical insurance. We’ve been very nervous about retirement and what it takes to feel secure about our health coverage and getting our medications. BUT – you made us feel safe and secure about our choices. Thank you, again, for your patience and your time.

I would just like to take a moment and thank you for the services you have provided for my wife and I. You were helpful and responsive in answering our questions about Medicare. It will be our pleasure to refer to you. You are good at what you do by listening and caring. Thank you.

I’ll be 65 years old soon (oh boy where did the time go!). Like I’m sure everyone my age I have been bombarded with letters and phone calls about Medicare almost on a daily basis. Very confusing and intimidating and, for me, quite stressful. I went to a work shop given by Sara Finkelstein. What an eye opener! Sara was amazing! Soon after that I met Sara and we had lunch during which she was so helpful and professional, explaining all my options as well as pro and cons. She thoroughly understood my financial concerns, didn’t try to sell anything that would make me uncomfortable with my budget etc. I was so relieved and happy to work with her. I can now relax. Thank you so much Sara! I would recommend and refer Sara to anyone who’s about to get Medicare and supplement care.