Planning Alternatives
Sara brings over ten years of administrative and customer service experience to the team. As an Associate Advisor, she assists wealth advisors in building and monitoring personal financial plans for clients. Sara strives to create positive client experiences at every stage
of financial planning.
Sara earned her bachelor's degree from the University of Michigan, Dearborn.
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Planning Alternatives
Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.