Sara Finkelstein

Insurance Advisor and Medicare Specialist

  • Would you agree that the decisions you make today will affect your tomorrows?

  • Work with someone who truly cares and wants the best for you.

  • When was the last time you sat down with a professional?

  • When was the last time you got a Second Opinion on what you are doing?

  • Planning + Preparation + Implementation = Success. People don’t plan to fail, they fail to plan.

  • After public speaking, Americans’ #1 Fear is Running out of Money. Let’s work together to make sure that your money lasts throughout your lifetime.

  • With appropriate planning we help you live a worry-free retirement

  • Each individual is unique with different financial goals and different dreams. Is your Retirement Nest Egg customized appropriately for you?  I invite you to take advantage of our complimentary Second Opinion.

CLIENT TESTIMONIALS

She showed me what the best plan for me and my situation – financially and emotionally… Read More

Pamela Little, FL

Thank you for all your help in directing me with my Medicare options… Read More

Robert Fogel, FL

You are good at what you do, you listen, you care, and you do the best for your clients… Read More

Yvonne Elliott, FL

I truly enjoyed working with Sara and most of all I TRUST that she put my welfare first… Read More

Frances Dillard, FL

Sara explained everything to me in straightforward and understandable terminology… Read More

Bruce Schacter, FL

Medicare specialist interviewed on radio and internet TV

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