Meet Your Medicare Lady
In this introductory video, Sara Finkelstein shares her deep Medicare expertise and personal approach to concierge-level service. Learn how she navigates the complexities of healthcare plans to help you feel completely confident in your retirement and healthcare decisions.
Explore more videos and resources on Sara Finkelstein's YouTube channel or on Spotify, Iheartradio and Soundcloud! Search those podcast platforms by searching THE SARA FINKELSTEIN SHOW to stay informed about your Medicare options and more!
Retirement Planning
We design comprehensive strategies that ensure your financial security and lifestyle remain intact throughout your retirement years.
Our Expertise & adding REAL Testimonials EVERYDAY!
Catch more on The Sara Finkelstein Show on Spotify, iHeartRadio and SoundCloud too.
Medicare Mastery
Our deep understanding of Medicare benefits allows us to navigate complex coverage options and maximize your healthcare benefits.
24/7 Butler Service
Experience direct, personal communication with Sara Finkelstein at any time of day or night for immediate financial clarity. Note: Sara Finkelstein is in Eastern Time Zone.
What Our Clients Say
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!
Susan Twombly
When I recently became a widow at 71, it was shocking how much I didn't know about my finances. My husband had taken care of these matters for 45 years. Sara Finkelstein has been my Medicare advisor for many years, and it was the finest blessing when she came to me immediately to help me. She has educated me concerning my mutual funds, Certificates of Deposit, Social Security survivor benefits, Guaranteed Income, and so much more. I am confident I have a balanced portfolio now, thanks to the hours of her life she has given me. It has relieved an intense anxiety within. Sara is an honest, caring, highly-skilled financial professional angel. My recommendation of her cannot be higher.
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.
Larry Strauss
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.
Joe and Marion Clemente
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.
Luz and Carlos Vazquez
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.
Anastasios Reveliotis
Contact Sara Finkelstein, RFC, RSSA
Text/Call/VM (561)302-5760
Email: Sara@SignatureAdvisoryGroup.com
1000% Guaranteed Responsive. Sara is available in person or online to chat about your Medicare concerns and more. Sara has an office in Boca Raton, FL and also uses screen sharing to meet clients online like Zoom.
Are you ready to discover your options or personal learning for your financial future and medicare decisions?
( No scape goats, no excuses like many other agents may put you through) Text or Call, 1 Call does it all!
Sara Will respond very timely and personally. No bots, no ai, no assistant. Leave Sara a message or note and Sara will be in touch as soon as possible. Experience a concierge-level approach to retirement planning.
Our 24/7 Butler Service ensures that your Medicare questions and financial concerns are addressed with immediate, personal attention whenever you need them.
BUTLER SERVICE 24/7 • DIRECT ACCESS • ALWAYS ON • BUTLER SERVICE 24/7 • DIRECT ACCESS • ALWAYS ON • BUTLER SERVICE 24/7 • DIRECT ACCESS • ALWAYS ON
Medicare Plans
We are deeply rooted in the South Palm Beach County community, dedicated to providing the personalized financial guidance and Medicare expertise that our neighbors deserve. Our presence here is not just a location, but a commitment to your long-term peace of mind and retirement success.
Contact Sara Finkelstein Directly
Reach out to our concierge team for personalized Medicare and retirement planning. We are available 24/7 for your peace of mind.
Sara@signatureadvisorygroup.com
Location
South Palm Beach County, Florida
Sara Finkelstein understands the needs of seniors, baby boomers, and new Medicare recipients—over 11,000 people turn 65 every day!
With 15 years of experience, Sara has been dedicated to educating and guiding seniors through Medicare solutions.
Whether you’re an individual, a company, a nonprofit, or a faith-based organization, Sara offers local workshops in South Palm Beach County and online to help you make informed decisions.
Would you like to schedule an educational Medicare workshop?