Driven to help people feel overjoyed rather than overwhelmed by the thought of retirement, Sarah takes time to get to know her clients — really know them — so she can co-DESIGN tailored strategies that give them confidence in their financial future.
Sarah entered the insurance industry in 2016 because she has a deep passion for serving others. She began her financial career in mortgage protection and final expense. She quickly saw that pre-retirees needed better retirement planning and an improved understanding of investment risk.
These two concerns led Sarah to develop the DESIGN Your Ideal Future planning process that incorporates strategies to help clients feel confident about their finances. This process has steps to Discover, Envision, Strategize, Implement, Guide and Nurture retirement
financial plans.
Sarah started S. Squire Financial Solutions in 2019. Her mission is to help clients enjoy retirement to the fullest, and she is especially passionate about educating women and helping them overcome their financial fears and worries. She is committed to simplifying the complicated, mitigating risk and taking the mystery out of retirement income strategies and wealth preservation.
The first woman in her family to graduate from college, Sarah majored in finance and minored in real estate while at Temple University. She also has earned her Certification for Long-Term Care (CLTC®) and Retirement Income Certified Professional (RICP®) designations.
When she isn’t helping clients, Sarah cherishes spending time with her nephew, Andrew, and niece, Abbey. The three spend most Fridays together, enjoying everything from outside adventures and trips to the beach to roller-coaster rides.
A resident of Myrtle Beach, South Carolina, Sarah loves the ocean and can be seen spending much of her free time in the water and riding her stand-up paddleboard. She also enjoys traveling and is a certified yoga instructor.