About
As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision. Sarah strives to form personal and long-lasting relationships with all her clients to maintain that trust. Sarah lives in Rock Hill with her husband, Tyler, and their son Parks. She enjoys live music, traveling and spending time with her family and friends.
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Blog
Developing a tax-savvy retirement strategy requires tax diversification. Tax planning is critical for avoiding unnecessary mistakes that can jeopardize your retirement.
Blog
When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be. Let’s explore what a 529 college savings plan is, how it works, and some considerations if you’re thinking about setting one up.
