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Sara Finkelstein

REGISTERED FINANCIAL CONSULTANT

“YOUR MEDICARE LADY” 


Helping Seniors Save on Their Insurance Premiums
And Plans For and Through Retirement

  • Would You Agree Decisions You Make Today Affect Your Tomorrows?
  • When Was The Last Time You Sat Down With A Professional?
  • Work With Someone Who Truly Cares And Wants The Best For You
  • 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.
Testimonials

Happy customers

Pamela Little

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

Pamela Little, FL

Robert Fogel

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

Robert Fogel, FL

Yvonne Elliott

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

Yvonne Elliott, FL

Frances Dillard

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

Frances Dillard, FL

Bruce Schacter

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

Bruce Schacter, FL

Bill Pittella

I met Sara recently and she helped me understand how Medicare works. She informed me and explained the various parts of Medicare so that I could make a wise decision. She accommodated me around my schedule, and I appreciate the time that she spent with me.

Bill Pittella

Heidi Ott

“After retiring from administrative management, one would think I would have been able to navigate through the medicare healthcare choices. I did the online research and received…” Read more

Heidi Ott, FL

Alan Gloyne

I met Sara after I got an invitation to attend one of her presentations….I chose to meet Sara in a one on one meeting so as to discuss my personal circumstances… Read More

Alan Gloyne

Charles Wong of Boynton Beach

I was a bit concerned when I first began looking for a Medicare plan.  You have helped ease my confusion with your knowledge, professionalism and warm personality…Read More

Charles Wong of Boynton Beach