The Story Behind My Passion for Planning
Sarah’s life changed forever when she lost her brother to injuries from an accident. He was a talented builder, running a successful construction business along the Jersey Shore. But he didn’t have life insurance in place, leaving his family to navigate not only the grief of his loss but also the financial uncertainty that followed.
Sarah witnessed firsthand the emotional and financial toll that comes with being unprepared for life’s unexpected moments. At the time, she had just earned her life and health insurance license, and the experience became a defining moment in her life. She realized how many families, like her own, are left vulnerable simply because they don’t have the right guidance or protection in place.
This loss ignited Sarah’s passion to help others plan for the future, protect their loved ones and find greater confidence in knowing they’re prepared for whatever life may bring.
Meet Sarah Squire
Sarah Squire, RICP®
Owner | Founder | Investment Adviser Representative
Sarah Squire is the founder of S. Squire Financial Solutions and is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Sarah stumbled into the financial services industry, getting her start by helping families protect their homes with mortgage protection insurance. It was there she learned about the benefits annuities could offer people approaching and living in retirement. Realizing investments were just one piece of the puzzle, she strived to better help clients with the risk side of their portfolios. She loves helping people feel more confident about their retirement. Her goal for each of her clients is to make them feel heard and understood, ensuring their financial plan aligns with their unique wants, needs and goals.
Sarah holds a degree from Temple University and has earned the Retirement Income Certified Professional (RICP®) designation from The American College of Financial Services. She is a financial professional who can offer investment and insurance products and services, as she holds health, life and annuity insurance licenses and has passed her Series 65 securities exam.
Originally from New Jersey, Sarah now lives in Conway, South Carolina. In her free time, she enjoys cooking, yoga, stand-up paddleboarding, traveling and being in nature. She also loves spending time with her niece and nephew, Andrew and Abbey, and her two cats, Lilikoi and Luca.
The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation.