Sheryl Saari

Finding my freedom and being a “life coach” to my clients is why I do what I do every day. I have worked hard over the last 24 years to build my financial practice from the ground up while raising a family. In this industry, that is not easy. This is why I am excited to begin my partnership with Tamara Fehr, CFP and Chris Witoski, RRC; I continue to get to do what I love to do most – provide honesty advice and build lifelong relationships with my clients.

The joy of what I do is helping create financial plans that allow my clients to enjoy life while planning for and protecting their future. I explain information in simple language and provide product options at a fair price. My planning and expertise ensure my clients can access what they need to reach their financial goals at every stage of their life.

While my business encompasses clients in different stages of their life, I also focus on helping those who are preparing to retire or have lost loved ones. The loss of a spouse or partner is devastating mentally and emotionally, and that is compounded with many complex financial situations to navigate. My specialty is understanding these complex processes and guiding clients through it with compassion.

Watching my clients achieve success in their lives means I have done my job. From planning to purchase their first home to helping clients budget, set up efficient income plans for retirement, and assisting them in creating legacy assets for their loved ones, I am there every step of the way.

It is rewarding to have control of my financial future while growing my business assisting clients, their children, and grandchildren. Family is always the driving force. You will find me spending time with my family and friends at the lake, gardening, enjoying the outdoors and always trying to improve my golf game!

I look forward to getting to know you and working as a team to build a plan towards your financial freedom.