Sara grew up in New York and helped her dad in his deli in Queens. She relocated to Florida in 1990, following her Dad. She joined the financial industry in 1996.
She empowers American families to enjoy Peace of Mind by planning in advance. Benjamin Franklin said “people don’t plan to fail, they just fail to plan”. She shows clients how to plan for the “what-ifs” in life so that they can enjoy their life, free of worry. She helps Americans reach their retirement goals and once retired, helps them to stay retired.
She has written several financial articles that appeared in the Palm Beach Post several years ago, has been interviewed on live radio and internet TV, and has provided webinars to her alma mater. She hosts educational workshops on various financial topics.
She is the author of “Wi$dom for Women, Discover the Challenges You Must Overcome to Live The Life and Retirement You Deserve”, available on Amazon. Although the book was written for women, most of the content applies to men, too. It is an easy read and great information for those embarking onto retirement.
She believes that the decisions and choices we make today affect our “tomorrows”. She’s fond of saying “you don’t know what you don’t know” and “two heads are better than one” when it comes to planning for your financial future.
She currently lives in Delray Beach, Florida with her husband, Paul, and their dog, Lucky, whom they inherited when her mother-in-law passed away in 2019.
Sara is a Registered Social Security Analyst, Providing Pre-Retirees and Retirees with Professional Social Security Strategies, While Creating Income You Cannot Outlive!
Call or Text Sara at 561-302-5760 To Chat About YOUR Financial Plans, Concerns, Comments or To Update Your Financial Plan.
