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Dedicated to Your Future
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Comprehensive approach to financial planning |
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Creative solutions to plan for your goals |
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Dedicated to helping you achieve your dreams |
After Sara received her Ph.D. in Economics, her passion for financial planning led her to begin her financial planning career in 1989. With her 23 years of experience, she helps to bring clients closer to their goals through developing investment, tax and estate planning strategies aimed at maintaining their independence and lifestyle.
When Sara is away from the office, she enjoys cooking, traveling and playing chess with her friends and family.
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Areas of Focus
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Award Selection Process
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Map
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Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services
may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Detroit area (includes Genesee, Livingston, Macomb, Monroe, Oakland, St. Clair, Washtenaw and Wayne counties in the state of Michigan) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 10,650 wealth managers in the area. 2,658 award candidates in the Detroit area were considered for the award, of which 745 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, HOUR Detroit or DBusiness.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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