Sarah Saum’s work in the financial industry has spanned over 15 years. During her tenure she has worked with clients from coast to coast of every demographic. However, she concentrates her focus on the Midwest region, mainly her hometown of Kalamazoo as well as Grand Rapids, Michigan. Also spending time in Chicago and the surrounding suburbs in Illinois where she grew up. With a combined focus of understanding both clients’ long and short-term goals she can create and execute a plan that includes proper financial planning, tax minimization planning and legacy planning.

Through her extensive experience, Sarah has developed a knack for making the financial planning experience one that does not have to be an intimidating experience. She excels in conveying understandable information to her clients, and prides herself on clarity and client understanding while working hard to exceed client expectations. This approach ultimately guides clients by providing the necessary tools to make informed decisions and work together on their financial path to success. Sarah does not take her fiduciary responsibility lightly and is committed to providing the highest level of service to clients through solid morals and ethics that focus solely on clients’ wellbeing.

One of Sarah’s many passions in the financial industry is advocating for and making sure women have a voice and understand their financial situation and goals. This way no matter what life throws at them they are prepared and have a dedicated advisor to lean on for assistance. Too many times she has seen women lose a partner and not know how to proceed in regard to their financial wellness. This sometimes leads to women being misled or taken advantage of. When we help inform ahead of time, then there are less questions and concerns at the time of need.